skip to main content
Main Menu
Maus & Associates Logo Color
  • WHO WE ARE
    • Our Past, Present, & Future
    • Meet Our Team
    • Our Founder
    • Strategic Alliances
  • WHAT WE DO
    • Our Typical Clients
    • Our Holistic Process
    • Our Services
  • VIDEO LIBRARY
  • CLIENT LOGIN
    • NYL 360
    • eMoney
  • GET IN TOUCH

Our Services

A colorful field of bluebonnets and wildflowers stretches toward a line of trees at sunset.

Comprehensive Support for Your Financial Journey

Certainly, high net worth individuals face many complex questions about how to optimize their financial wealth and ensure the security of their families’ futures. Together, we can work with you one-on-one to answer your questions and tailor solutions to fit your needs.

Our Services:

money trend icon
Financial Planning
family icon
Personal and Business Life Insurance
house icon
Estate Planning
shield icon
Asset Protection
arrows rotate icon
401(k) and IRA Rollovers*
pie chart dollar icon
Wealth Management
truck medical icon
Disability and Extended Care Needs
dollar sign icon
Funding Deferred Compensation
briefcase icon
Executive Benefits
hand heart icon
Charitable Planning

*When considering rolling over the proceeds from your retirement plan to another tax-qualified vehicle, note that you have options, including leaving the funds in your existing plan, or rolling it over to a new employer’s plan. Depending on the option you select, there may be fees, expenses, and taxes upon withdrawal.

comments icon

Contact Us

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

M&A watermark
location icon

Visit Us

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 states of CA (CA Insurance License #4503846), CO, MD, TX, and VA. No insurance business may be conducted outside the states 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 states of AR, CO, MD, MO, TX, and VA. No offers may be made or accepted from any resident outside the specific states 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 states of AR, CO, MD, MO, TX, and VA. As such, these services are strictly intended for individuals residing in the states 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
    • Our Founder
    • Strategic Alliances
  • WHAT WE DO
    • Our Typical Clients
    • Our Holistic Process
    • Our Services
  • VIDEO LIBRARY
  • CLIENT LOGIN
    • NYL 360
    • eMoney
  • GET IN TOUCH

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices