MFA financial planning and wealth management services include:
- Portfolio Advisory Services
- Asset Allocation Analysis and Recommendations associated with non retirement assets
- Pension and Retirement Planning
- Retirement Income Planning
- Asset Allocation Analysis and Recommendations associated with retirement assets
- Insurance Planning
- Review, Analysis and Recommendation on Term or Permanent Life Insurance
- Disability Income Planning
- Review, analyze and recommendation on Income Replacement
- Education Funding Planning
- Reveiw, Analysis and Recommendation concerning all 529 plans and planning associated with planning for education savings.
- Estate Planning
- Review and Analysis associated with current estate plans.
- Ability to attend meetings with Estate Planning Attorneys to help decipher the legalese.
- Special Needs Planning
- Review and Analysis associated financial planning when there is a child or adult dependent with special needs.
- Employee Benefits
- Analysis and Recommendation associated with employee benefits associated with current or future employment opportunities
- Executive Deferred Compensation & Benefits Programs
- Business Succession & Continuation
This information does not constitute advice in the area of legal, or tax advice. It is your responsibility to seek guidance and advice of your own legal and tax counsel. Asset allocations and diversification cannot guarantee profit or insure against a loss. There is no guarantee that any investment strategy will be successful; all investing involves risk, including the possible loss of principal.
MFA | Certified Financial Planners | Wealth Management Colorado Springs