Financial Peace of Mind Solutions:
The goal is to help clients achieve greater financial peace of mind.
MFF helps clients move toward answers to any of the following areas or in full with a comprehensive plan.
A la Carte Solutions:
GOALS:
What is most important to me and how can money help me get there?
RETIREMENT:
When will work be optional?
END OF LIFE:
Do I have a game plan for my spouse on what to do when I die?
COLLEGE:
How can I help my child get through college with minimal student loan debt?
www.finaid.org
DEBT:
How can I save more and shed my debt burden?
www.nfcc.org
RISK:
Do I have enough insurance?
www.iii.org
INVESTMENT MANAGEMENT:
Who should I delegate my investments to manage?
Why Choose Our Managed Portfolios?
INVESTMENT ADVICE:
Do I need a second opinion on my investment portfolio allocation and performance?www.investors.com
SOCIAL SECURITY:
When should I take Social Security?
COMPREHENSIVE PLAN:
I need help with all of the above questions on an ongoing basis.