At M&A, the foundation of all our client meetings, strategies, and recommendations is based on the fundamental of financial planning. However, we pride ourselves on the ability to think “outside the box”, which often leads to very creative strategies and solutions. As described by the CFP Board, the six areas of financial planning are:
Cash Management | The most important objective is preparing a client and their portfolio for retirement, and there is no better way than a cash-flow analysis. LEARN MORE |
Tax Planning | It’s not how much you make; it’s how much you keep. Know your rights as a taxpayer and don’t let the IRS make off with even more of your hard-earned money. LEARN MORE |
Insurance Planning | Just as you implement risk management strategies to protect your investments, you should have strategies in place to protect yourself. Insurance is a key element of any financial strategy. LEARN MORE |
Investment Planning | We aim to create a diversified portfolio that aligns with your risk tolerance and focuses on pursuing your goals, not chasing the markets. LEARN MORE |
Retirement Planning | It's never too early to plan for retirement. We help you evaluate your options and identify other important elements of your future retirement, including cash flow, income needs, and more. Learn more |
Estate Planning | Regardless of your age and wealth, it’s important to have a will in place, as well as other key documents. learn more |
