Do you wonder where you stand financially, or just wish someone could help you figure out a specific issue? Addressing these questions and achieving your goals takes careful planning and we're here to help.
Our collaborative team offers the depth and breadth you need to navigate life’s decisions. We can provide informed, technical advice on everything from investments to taxes, real estate and insurance-all from one source. For many of our clients, we operate as a personal CFO, simplifying their lives and providing confidence in their financial lives.
Efficient financial planning requires a close look at more than just account values and years to retirement. Our team assesses your insurance coverage, cash flow, investment strategy, tax situation, real estate portfolio, and more. We review each area within the context of your current situation and long-term goals. And we look at more than one scenario for your future, because we know as well as you do that goals and circumstances can and do change. With MFA, you won’t wonder how major life decisions will affect your future.
As an independent firm, we do not have a vested interest in specific products or services that can bias our judgment or recommendations. And since our compensation for financial planning is completely independent of an insurance or investment decisions you may make, we can be completely neutral in our analysis of your situation. We give advice based on your specific situation and expressed goals, and we provide recommendations and guidance to help you implement your chosen strategy. When you have good information and objective advice, it is easier to make good financial decisions.
We are a boutique firm and we thrive on building long-term relationships with our clients. The financial planning process is an opportunity for us to get to know our clients really, really well. Our team can adapt to your needs and working style, including working directly with your tax, legal, and investment advisors. MFA prides itself in working as a team – both internally and with you – offering as much or as little hand holding as you need.
Most financial advisors offer clients tools to help manage their future. But few offer both proprietary tools AND personal coaching to help you use them. We help you understand how to use the tools creatively to meet your specific needs. Our experience and mastery of these sophisticated systems can help you gain valuable insight into your situation and help you make informed decisions.