Maggard Wealth Management

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

Our services include investment advice, tax saving strategies, income planning, estate/legacy planning and healthcare planning

08/10/2026

Let’s talk growth, the S&P 500 is up about 13% this year, what’s you account up? How much risk do you have compared to the S&P 500? If you have the same amount of risk and your account is up 10% that means you are underperforming. I see this happen a lot when people come in for reviews.

08/06/2026

Most people do not have investments that produce income, it’s all growth focused. When you need income from your portfolio and the stock market is down that’s when people panic or change their lifestyle. We help people diversify to have both income and growth.

06/12/2026

You don’t need another person to pick stocks. What most people need is a team that helps them answer the big questions: Can I retire early? Can I retire comfortably? How much can I spend? How do I reduce taxes? How do I protect my spouse? How do I leave money to my children efficiently? If we can help answer those questions better than anyone else, then that’s why you should choose Maggard Wealth Management!

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@

Address

2210 Ashley Oaks Cir Suite 102
Wesley Chapel, FL

Telephone

(813)7230730

Website

Alerts

Be the first to know and let us send you an email when Maggard Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Maggard Wealth Management:

Shortcuts

Share

Category