Nick Maggiulli

Most people think the world is zero-sum. They see AI as competition. They see other creators as competition. 

But this view is wrong. 

Greatness never crowds out greatness. 

As James Clear once said, "There's always room for quality."

My latest:

NY Times Bestselling Author | COO at Ritholtz

Open article: There's Always Room for Quality by ofdollarsanddata.com

Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors, Inc. is an independent investment advisory firm in Houston and Tyler, Texas.  We specialize in investment management, retirement planning, and general financial planning.  We work with people in all phases of the investment life cycle; spanning from the younger, more aggressive investor, to the retiree drawing income from the portfolio.

Our financial advisors are Certified Financial Planner™ professionals, who have been helping clients achieve their goals for over 30 years.  We are honored to be our clients’ trusted advisor for all of their financial needs.

Senior Financial Advisor

The Legacy One Group

My role focused on comprehensive financial planning, covering an array of topics including: investment advising, retirement income planning, education funding, risk management, estate planning, and tax management.

Advisory Team Associate

Choice! Energy Services

Choice Energy Services specializes in energy management for commercial and industrial businesses in deregulated energy markets in Texas and the U.S.  

Choice provides ongoing energy solutions in a convoluted marketplace allowing clients to focus on their core business.  Services include: energy procurement consulting, bill audits, power factor consulting, demand response, bill payment & data reporting, and conservation consulting

Energy Consultant

PerioPal, LLP

Contributor to the development of startup dental software company and establishing a recognized brand in the dental industry.  PerioPal is a voice-driven periodontal charting software system for dental practices.  The company’s mission is to increase dental office productivity and improve the quality of care for dental patients

Sales Representative and Business Development

Residential Real Estate

I worked as a Realtor in conjunction with working for a software startup firm. My areas of focus were residential leasing, sales, and property management.

Realtor

Senior Financial Advisor | Financial planning and investment management for oil & gas professionals

Should you work with a financial advisor?

This is how I look at it...

Many people reach an inflection point as they progress through their career. Their financial life becomes more complicated, yet they have less time to deal with it. Their time and energy are focused on work, spending time with family, and other interests.

This can lead you to an uncomfortable position... knowing you need help but not sure where to get it.

As a financial advisor, I help in 2 main ways:

1) Investment management - it starts with a full review: 

-Analyze your current investing approach.
-Assess the tax-efficiency of your current savings.
-Provide ongoing management for your investments.
-Consolidate old accounts to simplify your financial life.
-Create a plan to balance current cash & future savings.

2) Financial planning - a deep dive to understand:

-How much are you saving?
-How and where are you saving?
-Who else relies on your financially? 
-What is your income and expenses?
-Have you done your estate planning?
-Do you have unmet insurance needs?
-When do you realistically want to retire?
-What would your ideal retirement look like?
-What concerns you most about your finances?

And so on…

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People I typically work with:

-High income earners 
-Mid-to-late career (or retired)
-Have growing financial complexities
-Seeking ongoing professional advice

I work with people across many industries, including:

-Consulting
-Technology
-Manufacturing
-Business owners
-Oil & gas / energy
-Medical professionals

And our firm is accepting new clients. 

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If any of this resonates with you, I invite you to book an appointment using the following link. Or you can send me a message here on LinkedIn.

https://calendly.com/willgoodson/discovery-meeting

I live in Tyler, TX and work with people all over Texas & the U.S.
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A little about me...

- I'm married with two kids.
- Born and raised in Texas.
- I'm an Eagle Scout.
- I love watching sports and coaching little league.
- Love learning about all types of businesses.

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The Battle

Nick Maggiulli

Will Goodson, CFP®

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taplio

The Battle

Nick Maggiulli

Will Goodson, CFP®

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Nick Maggiulli's LinkedIn Performance

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