Contact UsWe're located in the New York Life Insurance office suite in the Haymont Square Professional Office Park on Raeford Road, next to the First Citizen's Bank at the intersection of Raeford Road and Broadfoot Avenue. |
Steven W. Maier, CLU®, ChFC®, RICP®, M.A.
Financial Services Professional
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Calculators
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529 college savings plan
What are the advantages of a 529 college savings plan?
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Financial preparedness
What is your Financial Preparedness Index?
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Tax Deferral
Taxable vs. tax-advantaged savings?
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Retirement and living expenses
How will retirement impact my living expenses?
Newsletters
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Know Your Mutual Funds
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.