R U READY?
How much do I need to retire?
When should I claim Social Security?
Should I pay off my mortgage before retiring?
When can I afford to retire?
What about healthcare?
What happens if the market crashes during retirement?
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To help make your initial consultation as productive as possible, please click the button below. This tool allows you to provide you a simple overview of your financial life including things like income sources, assets, and insurance in one easy visual format. It gives our advisors a starting point before your meeting so we can focus the conversation on what matters most to you and your retirement goals. Once your information is submitted, a member of our team will review it and reach out to schedule your consultation.
For over 40 years, Maier & Associates has helped individuals and families across the country prepare for retirement with confidence. The questions are often the same—How much do I need? When can I retire? When should I take Social Security? How do I invest? Will my money last?—but the answers are always unique. Our team has guided multiple generations through changing markets, evolving tax laws, and shifting retirement landscapes. We bring both history and forward-looking strategies to help you build income plans, manage healthcare costs, minimize taxes, and create a lasting legacy. Wherever you’re starting from, we’re here to provide clarity and direction.