Our Services

Maher Financial Group, Inc. provides Investment Advisory services as well as Structured Settlement Consulting Services.  We specialize in working with individuals and businesses to develop long term investment strategies designed to meet our clients' goals.

We will walk you through a step-by-step process that will help make you feel confident in your decisions.

First, we will help you define your financial goals and create an Investment Policy Statement. 

Next, we will develop an asset allocation strategy designed to achieve your goals as set forth in your Investment Policy Statement. 

Then, we will help you to select investments within your asset allocation categories to achieve your goals.  The investments chosen will have been carefully researched by our Firm. 

Finally, we will continue to monitor your portfolio performance on a regular basis to track your progress.  We will keep you informed of your investment performance through regular telephone conferences and annual account reviews.