FINANCIAL PLANNING
As your Financial Partner, we invest in you.
Financial Planning is an ongoing process, not a product. Our goal is to help our clients reach their financial goals, not sell them a product. Our risk management-based planning process delivers our clients a financial roadmap that can potentially help them build and protect their current needs and nest egg with less stress. Our process will tell you where you are, help you decide where you want to go, build a road map to get there, and monitor your progress on an ongoing basis.
Our Financial Planning process model focuses on:
- Basics of Financial Planning
- Investment Planning
- Retirement Savings and Income Planning
- Tax and Estate Planning
- Risk Management and Insurnace Planing
- Education Planning
M&R Financial offers a Hybrid Advisor Model based on individual client's fiduciary and non-fiduciary goals and objectives.