Empowering Business Owners, Defense Personnel, Government Employees,
Individuals and Their Families to Shape Their Financial Future
Your Story, Our Purpose.
Discover What Your Tomorrow Could Look Like
You Are Welcome Here
We specialize in serving business owners, military servicemembers, federal government employees, and their families. We are dedicated to keeping you and your family financially secure from the start of your career to retirement and beyond.
Does This Sound Like You?
Disrupting The Industry
BECAUSE IT’S LONG OVERDUE
Disruptive Innovators
Our founder, Tom Maiden, an Iraq war veteran, was raised as the son of a coal miner in southern West Virginia. He believes that the current model of so-called “wealth management” is totally outdated. Tom believes that financial planning should be accessible and affordable for everyone, not just to the affluent.
During fireworks on Independence Day 2019, Tom and his wife, Michele, launched Mission:Advice℠ to be the change. Better value and lower fees are in the best interests of consumers. It is that simple.
Mission:Advice℠ is the world's first financial planning practice to integrate & synchronize military planning processes with financial planning.
Learn More About Our Revolutionary Founders
Tom Maiden, MBA, CFP®
FOUNDER
Michele Maiden, MBA
FOUNDER
Planning Focused.
RESULTS DRIVEN.
Someone’s sitting in the shade today because someone planted a tree a long time ago.
- WARREN BUFFETT
Low Cost. Proactive. Actionable.
That’s how financial planning should be. At Mission:Advice, we’ve set out to make sound financial planning attainable for anyone by combining the industry’s top tools with the belief that optimizing your financial well-being shouldn’t take away from it.
Our Financial Planning Services Include:
Cash Flow
Together we’ll go over the in’s and out’s of your everyday expenses. We can help create a monthly or yearly budget, manage current debt and discuss your student loan payback options.
Personal Insurance Review
Do you know if you and your family are fully protected from life’s “what if” moments? From homeowners or renters insurance to life, long-term care, disability and annuities, we’ll take an in-depth look at your current coverage and insurance options.
Retirement Planning
It’s never a good idea to wait until your last paycheck to start thinking about what comes next. Whether your financial independence is decades down the line or right around the corner, we’ll take a comprehensive look at your total retirement plan including goals, time horizon, risk assessment, income strategies and benefit maximization.
Employee Benefits
If you’re in charge of handling your business’s employee benefits, you don’t have to carry the burden alone. Our firm can help you navigate your group coverage options, HSA and FSA plans, stock options and employee stock plans.
Education Planning
Are you or your child interested in earning a degree? We can go over your personal goals, time horizon and 529 plan options to make paying for tuition more attainable.
Life & Estate Planning
In preparing to leave your legacy, we can help you decide who you need to plan for (children, parents or other relatives) as you decide between a will or trust (or both) and select someone as your estate executor.
What Is Your Biggest Financial Concern?
OUR PROCESS
Developing Tailored Solutions
Through Proactive Planning
Military Precision
/ˈMILƏˌTERĒ/ /PRƏˈSIZHƏN/
Accomplishing something in a very organized, exact way.
Professional, calmly done.
Our founder, Tom, brings his background in the armed forces to his dedicated financial planning practice. Let him use his skills to create a comprehensive financial plan founded on your mission, intent and objectives.
Our Approach to Finding Your Financial Freedom
Mission:Advice℠ is the world's first financial planning practice to integrate & synchronize in time, space, and purpose, military planning processes with financial planning. We will help you understand a situation, envision a desired future, and lay out an actionable approach to achieve that future.
Step 01:
Planning Initiation
Before we get down to planning, we want to gain a better understanding of your current financial situation and personal goals.
Step 03:
Course of Action Development
We’ll take a look at your current financial plan (if one is already in place) and offer our insights on potential alternatives or opportunities that may better suit your objectives.
Step 05:
Course of Action Comparison
As your plan comes together, we’ll work as a team to discuss our recommendations and compare our strategies to your future goals and current needs.
Step 07:
Plan Development
During our ongoing working relationship, we’ll continuously monitor and adjust your plan to ensure it’s inline with your goals and objectives.
Step 02:
Mission Analysis
Together, we’ll create clear, concise goals and objectives to help guide our decisions moving forward.
Step 04:
Course of Action Analysis and Wargaming
We’ll use the information you’ve provided and the goals determined early on to develop our financial plan recommendations.
Step 06:
Course of Action Approval
Whenever you’re well-versed in our recommended plan and comfortable with the actionable items, we’ll begin putting your plan into place.
Ready to Get Started?
It’s Smooth Sailing
From Here
Interested In Getting Started?
Feel free to give us a call today or fill out the form below to get in contact with our financial planning team.
Mission:Advice℠ and Insurance Outfitters® are co-located in the same building at 7866 Martinsburg Pike, Shepherdstown WV 25443.
Phone: 304-870-4200
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