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Tom Maikowski - Addison, TX

 
Call us: (972) 267-7526
STRATEGY TEAM APPROACH INVESTMENT SELECTION YOUR DESIGN

Caring

One of our primary goals is to develop a long-term, trusting relationship with you.        

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Independent

One of the things that makes us more effective as financial advisors is our independence.

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Understanding

Take the mystery out of investing and preserving wealth in your portfolio.


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Helpful Content

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

 

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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