a fiduciary is a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests.
It’s time to make a choice. Plan for your future.
It’s as simple as making a phone call, and sitting down with a Registered Investment Advisor. I offer a plethora of financial services – including hedge funds, mutual funds, estate planning, and insurance advice.
Why Should I Trust RIA?
Registered Investment Advisors are not here to sell, but to guide.
Registered Investment Advisors are not tied to any specific family of funds or investment products.
Registered Investment Advisors are here to serve your interests – no one else’s.
Meet Frank Maynard Registered Investment Advisor
PRESIDENT / CEO MAYNARD ADVISORY GROUP
Frank’s success as an independent Financial Planner is the culmination of experience in the banking and financial industry. Following his honorable discharge from the United States Army as a Military Policeman, Frank began his financial career with Bank of America in 1970 and continued on with him serving as a Branch Manager and Assistant Vice President in the savings and loan industry. After 17 years in banking Frank felt that the industry had become too impersonal for the needs of his clients, which prompted him to enter the private investment field in 1987.
Frank’s investment firm specializes in estate planning of all sizes, large and small. He helps his clients to legally avoid paying unnecessary taxes such as income tax, social security tax and estate tax. Avoiding probate and increasing spendable income is another important part of his practice. Frank works with people that are retired or getting close to retirement. Specializing in conservative Income Planning. […]
If you knew you had guaranteed income for life as part of your overall retirement plan
What would you do?
A Legal Fiduciary Responsibility
As a Registered Investment Advisor, I have a legal, fiduciary responsibility to always work in your (my client’s) best interest. I offer a complete range of investment services, from managing money in the market to safe money products. What every client needs is different, and I’m here to help you plan for your future and your children’s future. I act in your best interest every time, all of the time.
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We’d love to hear from you!
Ask us any questions you may have, and we’ll be sure to help answer them.
Phone (530) 520-6030
Investment advisory services offered through Maynard Advisory Group a Registered Investment Advisor in the State of California. Insurance products and services are offered through Frank Maynard, independent agent. Maynard Advisory Group and Frank Maynard are affiliated.