Mavy Investment Strategies will not take custody of the investments or funds of our clients. Instead each client will appoint a custodial firm where all investment transactions take place. The custodial firm is ultimately the choice of each client; however we will recommend custodians based on the indiviudal needs of each client.
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Competitive Interest rates? Does your bank try to compete for your business? Ask us about FDIC insured CDs with competitive rates.
Are you saving enough? Have you considered the effect of inflation on the future of your retirement savings? Ask us about a retirment savings analysis.
Do you have valuable employees? Want to keep them around? Ask us about retirement accounts that can be structured to reward valuable and loyal employees.