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About Advantage Wealth Planning and Don Maycock

What Sets Don Maycock and Advantage Wealth Planning Apart

1. People

Don’s limits his client base to less than 100 families to provide the best customer service. 

2. Products

Don provides clients with a superior investment lineup using Separately Managed Accounts (SMA) rather than traditional mutual funds for accounts over $50,000.

As a life licensed broker, should your plan require insurance products, Don is not limited to one insurance company for solutions. He shops the market for the best product at the best price.

3. Process

Don offers both fee-based or asset based planning for his clients.

As a Don M PicCertified Financial Planner ®, CFP, clients receive a comprehensive written financial plan encompassing the following six areas. 

  • Cash Management Planning
  • Investment Management Planning
  • Retirement Income Planning
  • Risk Management Planning
  • Tax Planning
  • Estate Planning

Once implemented, Don provides regular meetings with you to ensure you are progressing towards your goals.

 

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