Maxine Gordon-Williams
Founder and Personal Financial Counselor
AFC Candidate® (AFCPE®); Certified Credit Counselor (NACCC)
After 30 plus years in corporate America, Maxine honed her skills as a sales manager and business thought leader. While she enjoyed success in multiple roles, a desire to help people build sustainable, generational wealth became her passion. As a child of immigrant parents from the West Indies, Maxine saw firsthand their struggle to build a life for her and her brothers while living paycheck to paycheck. A strong work ethic, a supportive community and the push to get an education helped Maxine realize the unimaginable. It is this experience that motivates her to help people work through their financial challenges and opportunities so they can define the life they want to live as they become financially secure.
Affiliations:
The Approach
Wherever you are in your financial journey, your needs and goals evolve over time. Genwealth will work with you to develop a plan today that you can build on for that next phase in your life.
EARLY
Early to Established (early 20’s to mid 30’s)
Am I earning enough?
Am I saving for a “rainy” day or a major purchase?
I need help with a savings plan and/or debt management.
MID
Mid-Career (mid 30’s to mid 50’s)
Do I have appropriate insurance/protection for my family?
Am I saving enough for retirement?
How do I save for my child’s education?
LATE
Late Career/Pre-Post Retirement (55+)
Have I saved enough to live comfortably?
I could use an Investment/Portfolio/Insurance Review.
Do I need to work after retirement?
“Genwealth is a top notch financial group that assisted me with finally putting together a plan to pay off debt and move closer to financial security in preparation for retirement. With their assistance, my credit score is finally a few points shy of an EXCELLENT rating. My life was so busy and I kept putting off structuring a concrete financial plan, but once I reached out to Genwealth, they helped me understand that it wasn’t difficult to get on the right track, but I just had to be willing to follow their wise counsel and put in the work. I am forever grateful for Maxine Gordon-Williams and her professionalism and patience. ”