Our Services Provided

While developing a customized financial program, we will walk you through a step-by-step process designed to clearly define your goals and the implementation or steps necessary to achieve them.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services:

  • Investment Management

    • Reviewing your investments and designing a personalized portfolio appropriate to your needs
    • Year long continual monitoring of your investments, including employer sponsored retirement plans and outside assets
    • Semi-annual or Annual meetings to review and evaluate your investment performance, update your financial objectives if necessary, & reallocate your portfolio as needed
    • Periodic emails including: details on our firm's research, or analysis of the current economic and investment markets
  • Tax Reduction Planning

    • Comprehensive review of your tax returns to highlight opportunities to reduce liability
    • Coordination with your CPA or tax preparer as related to capital gains, 1099s, business planning strategies, etc
    • Recommendations on tax solutions including tax advantaged investments
    • Staying up to date on new tax laws and maintaining knowledgeable experts  to assist when needed
  • Retirement Income Planning

    • Analysis of various retirement income sources and needs
    • Continual development of recommendations to fund income needs and maintain lifestyle long term
    • Recommendations for distribution strategies for employer sponsored plans and IRAs
    • Analysis of beneficiaries of retirement assets
  • Family Wealth and Legacy Planning

    • Analysis of estate plan
    • Insurance offerings including: Life Insurance, Disability Income, Long Term Care, Business Overhead, and others as needed
    • Coordination with your estate planning attorney to ensure assets are properly titled
    • Assistance in transferring assets to trusts
    • Providing guidance on the appropriate and required steps to handling the passing of a loved one
    • Multi generational planning
  • Client Services and Communications

    • Semi Annual or Annual reviews of your investments and forward planning
    • Personal website for "Vault" storage of financial or personal data
    • Customized service solutions to your needs and requests from the entire MFA Team based on each members' skills and expertise
    • Timely resolutions to your needs

 

If you are in need of additional services, there are many professionals we work with on a consistent basis. Please see our Reference Tab for their contact information and area of expertise.