Certified Financial Planner

Maupin Financial Advisors is a financial planning practice led by David Maupin and Danny Payne, both Certified Financial Planners. Its work centers on retirement income planning, Social Security timing, tax planning, and building custom investment portfolios. The approach aims to keep taxes and investment costs low while giving clients a steady income stream they won't outlive.

The process starts with a free 15-minute call or a one-hour meeting, in person or virtual, followed by written recommendations. Clients decide afterward whether to move forward with the plan. Clients get daily access to their financial snapshot, with regular updates on what the firm is doing and why. The office is in Redlands, California.