Maude Financial Services

01/22/2025

https://www.maudefs.com/

We are a financial services firm whose office is based out of Chicago, Illinois. We truly believe in educating retirees and pre-retirees about the importance of proper retirement income planning. It's never too late to improve your financials.

09/26/2024

Knights of Columbus helping others

07/02/2023

Fun day at Brookfield Zoo with Kelly Maude

12/24/2020

Just a short note to wish everyone a Merry Christmas and a Happy New Year

Pat entered the financial services industry in 1982 after teaching and coaching at the high school level. He started Maude Financial Services as a full service firm dedicated to delivering wealth management service with a team of Specialists that provide

01/16/2020

In our modern society, retirement views we once held as tradition are far from reality. No two retirees are the same, so why should their plans be? With fixed-term annuities you can tailor your retirement plan to suit your specific needs. Give me a call and we can discuss why fixed term annuities are right for you!

Attending the weekly bingo or walking on distant beaches in white linen shirts. The traditional views of retirement are far from the modern reality. Today, no two retirements are the same.

12/26/2019

No two retirees are the same, so why should their plans be? With fixed-term annuities, you can tailor your retirement plan to suit your needs. Give me a call and let's discuss why fixed-term annuities are right for you! For more info, click the link in my bio and let’s talk

Attending the weekly bingo or walking on distant beaches in white linen shirts. The traditional views of retirement are far from the modern reality. Today, no two retirements are the same.

12/25/2019

Merry Christmas from us to you! We hope it's been a Merry Good Year!

12/12/2019

“The insurance company makes all the money and I don’t.”
“I don’t have access to my money.”
“There are too many hidden fees.”

Are these some of the questions and doubts you have about bringing annuities into your portfolio? This article answers those questions, and if there are more you have, give me a call or shoot me an email and let’s meet!

Over the years, annuities have been misunderstood. Read here to discover seven common misconceptions!

12/10/2019

Did you know if you’re not happy with an annuity you currently have, you don’t have to stay put? You can make a tax-free 1035 annuity exchange and trade in an entire annuity, or part of it, for a better annuity at a different insurance company. If that sounds like you, let’s get together to make a change in your portfolio!

1035 exchanges let you trade up for a better annuity or trade-in unneeded life insurance.

12/05/2019

When we’re talking about investments and cash flow, we’re not talking about the budgeting of your long-term plans. A budget is used to track expenses. Cash flow is really about strategically using money to not only live your life but to create more income sources for yourself. When you put your focus on cash flow, it solves a hundred other decisions.

The process is a lot like putting a puzzle together.