Maxwell Madsen
Financial Planner
- Role
- Financial Planner & Investment Adviser Representative at Capstone Partners - Utah
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
About Maxwell Madsen
I offer a broad portfolio of individual life, disability income and long-term care…
Experience
Financial Planner & Investment Adviser Representative
Jul 2016 — Present · Salt Lake City, UT, US
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.I offer total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services I provide an analysis of your current financial situation and help you:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer solutions to fill them. I offer a broad portfolio of individual life, disability income and long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
Education
University of Utah - David Eccles School of Business
Bachelor of Science (BS), Finance
2006 — 2013
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