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    • Our Holistic Process
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Our Holistic Process

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Simple. Strategic. Personalized.

Our goal is to take the stress out of financial planning by providing personalized guidance at every step. We are dedicated to your success and wellbeing, and our goal throughout the process is for you to feel supported, understood, and confident about your financial future.

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Step 1: Discovery

We start by getting to know you, your goals, and your financial landscape. Through open and honest conversations, we build a comprehensive picture of where you stand and where you want to go.

Step 2: Planning

Next, we analyze your financial data, craft a personalized plan that aligns with your goals, and present you with actionable strategies. Our objective is to empower you with knowledge and provide practical steps that put you on the path to success.

Step 3: Implementation

Once your financial plan has been delivered and if you select us to implement the proposals, we will execute your financial strategies and take as much as possible off your plate, providing hands-on support to ensure everything is implemented cohesively and efficiently.

Ongoing Partnership

As you pursue your goals, we stay by your side, providing proactive guidance to help you stay on track. We are in your corner, ready to offer advice and help you adjust your plan as your life evolves. Our mission is that you feel free to enjoy the present, confident that someone you trust is looking out for your future.

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Contact Us

Office: (972) 774-2073
Fax: (214) 975-2156

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5005 LBJ Freeway, Suite 1125
Dallas, TX 75244

Disclosure

Richard Maus is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0I31011), CO, CT, DC, FL, KY, NE, NY, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Richard Maus is licensed and authorized to offer insurance in California, but Maus and Associates may not be. For additional information on California licensure status, please click here.

Richard Maus is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5005 Lyndon B Johnson Fwy Ste 1125, Dallas, TX, 75244, 214-423-2339. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DC, FL, GA, HI, IL, KS, KY, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, PA, SC, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Richard Maus is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, CO, DC, FL, GA, HI, IL, KS, KY, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, PA, SC, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Richard Maus is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Stephen Maus is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of Texas. No insurance business may be conducted outside the state referenced.

Thomas Davis is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, CO, FL, GA, ID, KS, LA, MI, NC, OK, OR, PA, TX, and WA. No insurance business may be conducted outside the states referenced.

Thomas Davis is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5005 Lyndon B Johnson Fwy Ste 1125, Dallas, TX, 75244, 972-890-3184. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, GA, ID, IL, IN, KS, LA, MI, MO, NC, NM, NY, OK, OR, PA, SC, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Thomas Davis is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, CA, CO, FL, GA, ID, IL, IN, KS, LA, MI, MO, NC, NM, NY, OK, OR, PA, SC, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Connor Nutt is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, CA (CA Insurance License #4042600), FL, GA, ID, IL, LA, MN, NC, NV, TN, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Connor Nutt is licensed and authorized to offer insurance in California, but Maus and Associates may not be. For additional information on California licensure status, please click here.

Connor Nutt is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5005 Lyndon B Johnson Fwy Ste 1125, Dallas, TX, 75244, 940-765-7726. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, CA, FL, GA, ID, NC, NV, TN, TX, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Connor Nutt is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AR, CA, FL, GA, ID, NC, NV, TN, TX, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Andrew Balettie is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the of . No insurance business may be conducted outside the referenced.

As a New York Life Agent, Andrew Balettie is licensed and authorized to offer insurance in California, but Maus and Associates may not be. For additional information on California licensure status, please click here.

Andrew Balettie is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5005 Lyndon B Johnson Fwy Ste 1125, Dallas, TX, 75244, 972-454-9317. In this regard, this communication is strictly intended for individuals residing in the of . No offers may be made or accepted from any resident outside the specific referenced.

Andrew Balettie is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the of . As such, these services are strictly intended for individuals residing in the referenced.

Maus and Associates is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Maus and Associates nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
Maus & Associates Logo Color
  • WHO WE ARE
    • Our Past, Present, & Future
    • Meet Our Team
    • Strategic Alliances
  • WHAT WE DO
    • Our Typical Clients
    • Our Holistic Process
    • Our Services
  • VIDEO LIBRARY
  • CLIENT LOGIN
    • NYL 360
    • eMoney
  • GET IN TOUCH

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