Broker Check
 

FOR THE MANY STAGES OF LIFE

At MFR we offer a wide range of services to accommodate our clients’ needs in every area of their financial lives. Through the use of ongoing reviews, investment monitoring, research, and coordination with other professionals we provide a well-rounded solution to...

INVESTMENT STRATEGIES

What are third party managers? 

Do I need a financial professional to manage my money? 

How do I handle the ups and downs of the market? 

Learn more

ESTATE PLANNING

What happens to my assets when I’m gone? 

Will my children pay estate taxes? 

How do I protect my estate?

Learn more

INCOME PLANNING

Can I get a steady income from my investments?

What is the most tax efficient way to make my withdrawals?

How much income can my portfolio reasonably provide?

Learn more

INSURANCE PROTECTION

What happens if I become unable to work? 

Is my home and property protected?

Do I need life insurance? If so for how long?

Learn more

COLLEGE PLANNING

What are 529 plans?

Will I have saved enough for college?

What saving vehicles are available to me?

Learn more

RETIREMENT PLANNING

Will I have enough money to retire?

When can I retire?

Can I retire at the standard of living I desire?

Learn more