Maggard Wealth Management

Maggard Wealth Management Our vision is to help our clients achieve their life ambitions no matter what happens in the economy or stock market.

Our services include investment advice at Charles Schwab, income planning, tax saving strategies, and healthcare planning

05/27/2026

Our clients love that they always have plenty of liquid money and a retirement income plan that is consistent and predictable. Once that is established, the rest of their money can be put to work for long term growth! We help people retire confidently.

05/15/2026

Opportunities to invest into professional sport teams!

We have gained access to help our clients invest and be part owner in professional sports teams!

It’s currently only open to investors that have a net-worth over 5 million dollars.

05/01/2026

Helped a client retire today at the age of 57! She was planning to retire at 62 until we showed her how she could retire early. Gave her 5 extra years to do what she wants!

04/30/2026

Most people need help establishing goals and what they want out of life. This is step 1. Once we develop that then we can help people build a customize plan to accomplish their goals in the most effective way possible.

04/29/2026

The BIGGEST problem I see with people that are nearing retirement in the next 5-10 years is they do not have a reliable retirement income plan. The financial planning that gets you to retirement is not the plan that gets you through retirement.

Maggard Wealth had a great time at the CCA fundraising event to support marine conservation efforts@
04/25/2026

Maggard Wealth had a great time at the CCA fundraising event to support marine conservation efforts@

03/05/2026

When it comes to annuities be careful on going into ones that have big upfront bonuses. Typically the larger the bonus the worse the growth rates are. Historically annuities WITHOUT bonus tend to grow a lot better overtime.

02/27/2026

Artificial intelligence is no longer theoretical. The question is not whether disruption is coming. It is whether your portfolio is positioned for it. For investors, preparation is essential. Exposure to infrastructure may become increasingly valuable. AI requires enormous computing power and energy capacity, making data centers, power generation, grid modernization, and digital connectivity structural beneficiaries.

02/26/2026

The financial plan that got you to retirement is not the plan to get you through retirement.

You should never rely on selling stocks to produce your income. Income should come from investments that produce interest and dividends no matter what happens in the stock market.

Address

2210 Ashley Oaks Cir Suite 102
Wesley Chapel, FL

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