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SERVICES

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COMPREHENSIVEFINANCIAL PLANS

Comprehensive Financial Planning for Families and Businesses

Whether you are a Family just starting or a Business Owner nearing retirement, the bedrock of building and protecting wealth starts with our Plan with Confidence Program, which utilizes a holistic planning approach. Each Planning Client receives their own Planning Portal, including a Report Card and access to your full financial picture. 

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Check out this VIDEO into what this dynamic platform can do for you!

 

Comprehensive Financial Plan areas of focus:

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Retirement Planning

Tax Planning

Investment Management

Risk Management

Insurance Needs Analysis

Education Expense Analysis

Work Benefits Utilization

Estate Planning and Design

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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.

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TAX PLANNING

Mefford Wealth Management places a large emphasis on tax planning as part of our holistic planning process. Each new client is asked to provide 2 previous tax returns along with their other financial documents. We use these to provide a detailed report of key data and tax planning opportunities such as ROTH conversions, tax-efficient withdrawals, charitable giving, and much more.

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Since we have implemented tax planning into our holistic design we get a much more thorough view of your financial picture. It's like going from standard definition to 4K.

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The tax landscape can be confusing and planning for it is not a one size fits all solution. 

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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 Mefford Wealth Management conducts a thorough analysis of your life insurance needs which will depend on several 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.

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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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Securities and investment advisory services offered through Osaic Wealth, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DC, FL, GA, IA, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM., NY, OK, OR, PA, SC. TN, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

 

Osaic Wealth Form CRS

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

 

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