Services to Help You Approach
Retirement Confidently
Creating a financial roadmap to the life you deserve
Retirement is in sight
You have a lot of new obstacles to face
and questions to answer, such as:
How can I live comfortably now
while still saving for retirement?
How do I best manage
my income taxes?
How do we balance the needs of our children, aging parents, and ourselves?
We’re here to address what’s on your mind and establish what comes next
Our financial planning and tax services are designed to keep you on the right track as you approach retirement. With expert analysis, thoughtful recommendations, and ongoing support from our entire team, we focus on meeting your family’s goals and helping you navigate life’s challenges.
Acting as your family’s Chief Financial Officer, we bring together financial planning, investment management, and comprehensive tax advice—not just basic tax planning—to help you build and maintain a strong financial foundation.
Comprehensive Services Based on Your
Stage of Life & Unique Needs
Get on Track
Build a Plan
Stay on Course
To get started, we’ll focus on what’s happening with your finances right now, including:
- How much you’ve saved and ways to boost it before retirement
- Whether you’re supporting parents or children financially
- What to expect from your pension or Social Security
- How your investments fit your plans as you approach retirement
Once we have a clear picture of your finances, we’ll shift our focus to details like:
- Strategies to maximize tax efficiency
- Factoring in any plans you have to move or downsize
- Management of your cash flow on a fixed income
- Considering the potential need for you to be a caregiver for a loved one
With a plan in place, we’ll monitor your finances to keep you secure throughout retirement by:
- Adjusting cash flow needs as circumstances change
- Staying flexible to address any shifts in your health
- Managing your investments to balance growth and stability
- Making detailed tax projections and giving real tax advice, not merely tax planning
How We Do It
A strategic, personalized 4-step plan to provide you the financial
clarity and stability you need now and throughout retirement
We start by getting to know, your priorities, and what you envision for the future.
We take a close look to see where there’s room for improvement, and will create a plan just for you.
We’ll walk you through your plan and our approach in plain language, answering any questions along the way.
We’ll keep an eye on your progress, adjust as needed, and keep you updated as we make changes.
The Tax Numbers You MUST Know
The tax code is complex. To manage your taxes, there are key numbers you MUST know! Regardless of your stage of life, our free guide highlights the most elemental of these numbers. Get it today.
(If you are a current MFT client and want access to this document please contact your client service manager.)
