MFA | Certified Financial Planners | Wealth Management Colorado Springs

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