What We Do

We are committed to working together to build a secure financial future for each client we serve.

Retirement income planning

  • Can I afford to retire?
  • When is the best time to start taking social security benefits?
  • Will we still be okay if we need to help support our family members later in life?
  • Will we have enough saved to comfortably travel and enjoy our retirement?

Our Retirement income planning Services:

  • Analysis of retirement income sources
  • Continual development of recommendations to maintain income and provide a comfortable lifestyle over the long term
  • Recommendations for optimal retirement distribution strategies
  • Analysis and maintenance of beneficiaries of all investment and retirement assets

Investment management

  • Are my investments properly diversified?
  • Is my money working as hard as it could be?
  • How will we protect our investment portfolio in the event of a market downturn?
  • Are we able to provide college education funding for our children/grandchildren?

Our Investment management Services:

  • Serving families with assets of $1,000,000 - $10,000,000.
  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Continually monitoring your entire investment portfolio throughout the year, including qualified retirement plans, such as 401(k), 403(b), and IRA plans.
  • Providing updates on economic conditions, financial markets, and other pertinent topics through periodic e-blasts
  • Planning for a specific purpose, such as college education planning for children or grandchildren, a new home, a vacation home, care for a loved one, and any other customized family needs
  • Meeting on a regular basis to evaluate your investment performance, update your financial objectives, and reallocate your portfolio, if needed

Family wealth & legacy planning

  • Will my family be well taken care of if something happens to me?
  • What is the best way to transfer my assets to my family and the charities I support?

Our Family wealth & legacy planning Services:

  • Analysis of estate plans and coordination with an estate planning attorney
  • Insurance offerings, including Life Insurance, Disability Income, Long-Term Care, Business Overhead, and others, as needed
  • Assistance in properly funding trusts
  • Compassionate guidance after the passing of a loved one
  • Multi-generational planning
  • Charitable strategies

Tax planning

  • Are we taking retirement income in the most tax efficient way possible?
  • Are we doing all we can to minimize our tax burden?

Our Tax planning Services:

  • Coordinating with your CPA or tax preparer regarding capital gains, 1099s, planning strategies, and reducing overall tax liability
  • Recommending tax solutions, including tax-advantaged investments
  • Staying up-to-date on new tax laws and partnering with knowledgeable experts, when needed

Client services & communication

  • Will my calls and requests be answered in a timely and efficient manner?
  • Will the MFA team continually monitor and review my investment portfolio?
  • Am I on track to meet my financial goals?

Our Client services & communication Services:

  • Continual monitoring of your investments and planning for your future
  • Access to personalized website for “vault” storage of financial or personal data
  • Customized and timely service solutions to meet your needs and requests
  • Ability to access your investment portfolio online at any time

Our difference


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About MFA

Who we are

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