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:

  • Creating a tailored retirement strategy to provide consistent, long-term income
  • Development and continual monitoring of recommendations to ensure a safe and secure retirement
  • Analysis of retirement income sources, including investments, pensions, and social security benefits
  • Recommendations for optimal retirement distribution strategies, through economic and market fluctuations

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 - $20,000,000
  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Continually monitoring your entire investment portfolio throughout the year, including qualified workplace retirement plans, such as 401(k), 403(b), and IRA plans
  • Providing updates on economic conditions, financial markets, and other pertinent topics
  • Planning for a specific purpose, such as college education savings for children or grandchildren, a new home, a vacation home, care for a loved one, and any other customized family needs

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 and maintenance of beneficiary designations for all investment and retirement assets
  • Assessment of insurance policies, including Life Insurance, Disability Income, and Long-Term Care
  • Evaluating the current estate plan and coordinating with an estate planning attorney if needed
  • Assistance in properly funding trusts
  • Legacy and multi-generational planning, including annual gifting
  • Charitable giving strategies
  • Compassionate guidance after the passing of a loved one

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:

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

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:

  • Meeting on a regular basis (live and virtual) to evaluate your investment performance and entire financial picture, update your financial objectives, and re-balance your portfolio
  • Secure access to personalized website for “vault” storage of financial and/or personal data
  • Continual monitoring of your investments
  • Customized and timely service solutions to meet your needs and requests
  • Ability to access your investment portfolio online at any time
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Why MFA

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About MFA

Who we are

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