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M,B.A.
FINANCIAL GROUP
We are a full service, retirement planning company
providing retirement and legacy planning to families nearing or already enjoying retirement.
providing retirement and legacy planning to families nearing or already enjoying retirement.
Gen
Vault
Income Planning
Long-Term Care
Generational Vault
It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else. But thankfully, Generational Vault – your virtual safety deposit box – is an easier way to keep track of all those vital documents.
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
Investment Philosophy
In the many conversations I have had with clients I have found there are five common issues they want addressed when it comes to their investments and savings. First, they want it to be safe. They don’t want to see a lifetime’s worth of savings wrecked in a swift market downturn. This can be devastating to a retirement plan. This includes travel plans, leaving money to their loved ones, giving to a charity or their church. The accounts that we utilize with our clients provide them with more peace of mind by protecting their principal.
Second, they still want the potential to grow their money. That’s why we teach our clients how to link to the market as opposed to owning the market. This allows us to participate in the growth but not the losses.
They also want to know if all their sources of income will be enough and if it will last. That is why we create a personalized structured income plan that maps out our clients retirement income.
Clients want to make sure that their loved ones are taken care of once they pass. We help structure the accounts so that the transfer of assets is done correctly, efficiently and timely by avoiding issues like probate.
Last but not least, they want to pay the least amount of taxes as possible. We are very mindful of taxes and although it’s important to work directly with your tax advisor we want to help our clients develop strategies that minimize current or future tax liabilities.
Ultimately, by listening to our clients we are able to build plans specifically designed for them.
*Options that allow you to participate in the markets based on your risk level
*Tax Planning, Life Insurance, Long Term Care and certain Annuities to protect your estate
*A formulated system of conservative strategies designed to give you predictable income
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