Services to Help You Build
To A “Work Optional” Life
You work hard for your money. Your money should work hard for you.
Balance today’s demands and tomorrow’s dreams
You have a lot of new obstacles to face
and questions to answer, such as:
How do I balance paying for needs now, saving for near term goals like paying for college and investing for an eventual retirement?
My income is high. How can I reduce my tax bill?
With so many rules and frequent changes, how do I make good choices about my benefits packages?
We’re here to address what’s on your mind today and what you want for tomorrow
Our financial planning and tax services are designed to keep you on the right track so work can be optional someday. 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 your investments fit your family’s short AND long term goals
- What types of accounts hold your assets and whether those are best for you
- Whether you want to pay for college or support adult children
- Whether you can rely on stock options or other employer compensation plans
Once we have a clear picture of your finances, we’ll shift our focus to details like:
- Creating a plan to manage risks like market crashes, job changes, or other changes in income
- Strategies to navigate the highly complex tax code
- Determining how much to put into which accounts and when
- Considering what to do if your parents need help
With a plan in place, we’ll monitor your finances to keep you secure throughout retirement by:
- Making detailed tax projections and giving real tax advice, not merely tax planning
- Managing your investments as your needs change
- Adjusting savings strategies over time or as circumstances change
- Staying flexible to address any changes to your health or the health of anyone in your family
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.)
