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SERVICES

01

COMPREHENSIVEFINANCIAL PLANS

Comprehensive Financial Planning for Families and Businesses

Whether you are a Family just starting out or a Business Owner nearing retirement, the bedrock of building and protecting wealth starts with our Plan with Confidence Program. 

 

Comprehensive Financial Plan areas of focus:

 

Financial Profile/Net Worth Statement

Retirement Timeline 

Investment Management

Risk Management

Insurance Needs Analysis

Tax Planning

Education Expense Analysis

Work Benefits Utilization

Estate Planning and Design

 

02

INVESTMENT MANAGEMENT

Independent craftsmanship to construct a portfolio for all seasons.

Investment Management should not be "one size fits all," and should take into account the individual profile of the investor with specific emphasis on understanding the underlying behavioral and emotional influences which can adversely impact the long term performance of your investments.

 

Built on the foundation of a Comprehensive Financial Plan and crafted with a truly Independent mindset, your custom Invesment Platform will provide a global lifespan perspective with strategies to help create, preserve, and protect your Retirement Lifestyle.

03

INSURANCE / ESTATE PLANNING

Protecting you and your family from the unknown.

If you're like most people, it's not that you don't appreciate the value of life insurance. In fact, many people believe they need more coverage. You probably wouldn't mind owning additional life insurance. It's just that you don't want to buy it.

 

Thinking about buying life insurance, talking about buying life insurance, discussing the reasons for buying life insurance--all of this makes many people feel uncomfortable. That's why MWM conducts a thorough analysis of your life insurance needs which will depend on a number of factors, including whether you're married, the size of your family, the nature of your financial obligations, your career stage, and your goals. We don't want to SELL you insurance, we focus on creating a PLAN for your assets and loved ones that will PROTECT you from life's unknowns while preserving your capital for your most important financial goals.

04

SMALL BUSINESS PLANNING

Helping small business get to where they want to be.

One of the most satisfying and emotionally draining experiences in life can be to start a successful small business. Building a support network of trusted advisors around your business is critical to protecting your hard work AND to taking you to the next level.

 

MWM relies on its experience creative problem solving to help your business answer questions regarding (but not limited to):

 

  • TAX EFFICIENCY/PLANNING 

  • EMPLOYEE BENEFITS

  • ASSET PROTECTION 

  • ENTITY STRUCTURE

  • CONTINGENCY PLANNING

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