Services » Investments
Individual Retirement Planning:
At M&D financial we try to establish realistic and rewarding retirement goals with our clients. We understand the hard work it has taken to accumulate the wealth you have when you reach retirement and we seek to help manage and protect it according to your personal suitability.
We offer various Mutual fund products as well as annuity based products from a wide variety of different investment companies. We separately are solicitors for several Registered Investment Advisors (RIA)that provide fee based advisement and professional money management. We worked with vehicles like, IRA's, 529 plans, TSP's, and other rollovers of retirement plans. We utilize strategies such as Pension Maximizations, Inflation adjusted income distributions, Estate Planning, Stretched IRA's or generation skipping IRA's, and other tax minimizing wealth transfer strategies.
We have found through our experience that there is no such thing as one single best product. We strive to continually educate and empower our clients so that they may feel safe and comfortable with their personal investments. We strive to provide unbiased professional advice so that your decision is one that is both educated and suitable. And above all here at M&D Financial we want you to feel not only part of the process but that you are the purpose and the sole reason for the process.
Corporate or group retirement plans:
M&D Financial's corporate retirement plan division was establish to provide exceptional personal advisement to businesses in regards to the type and selection of investment options. M&D acts as the liaison and spokesman between your company and the many different investment companies to help alleviate any problems in the process. We will personal deal with your employees to help assess their risk tolerance as well as help in the selection of their own personal portfolio. We have educational programs set in place as part of our services to help employees with the various part of their own personal finances ranging from Mortgage awareness to tax education to Long Term Care health insurance. We offer free consultations to assess and review any current plans to provide a progressive process of your corporate retirement plan.