What we offer- Maupin Financial Advisors ensures that the foundation of a plan - investment strategy, tax strategy, retirement planning, and estate planning are properly set to support each other. Income and Investment Planning- Our approach, where applicable, balances your need for immediate income with longer-term goals for asset accumulation. Retirement Planning- We believe retirement planning is a crucial element of financial planning, consisting of planning both before and during retirement to pursue and maintain financial independence in the manner you wish. Additional Guidance- Tax-efficient investing, including putting the appropriate types of investments in taxable vs. tax-deferred accounts.