INVESTING
Asset Allocation and Analysis: We analyze your current investment portfolio along with your risk tolerance, priorities, values and goals, so you can have a clear understanding of what you own and what your portfolio, in its current state, may achieve.
Investment Consulting: MPM Wealth Advisors is experienced in building and managing investment portfolios that aim to align with each client’s unique time horizon, tolerance for risk and financial goals.
Retirement Planning for Individuals & Small Businesses: We provide retirement plan rollover solutions for those in or nearing retirement. We also provide retirement plan solutions for small businesses.
PROTECTION PLANNING
MPM’s financial advisors work on an independent basis to find insurance that helps you meet your financial goals. We can incorporate solutions such as:
- Life insurance
- Long-term-care insurance
- Annuities
We also work with outside professionals, such as estate planning attorneys, to make sure the proper vehicles are in place to manage and protect your estate.
FINANCIAL PLANNING
We conduct a complete assessment to understand your current financial picture and then build a holistic financial plan that aims to address your financial needs and help you reach your future goals. Financial planning can address any combination of the following areas:
- Investment oversight
- Retirement planning
- Debt management
- Budgeting
- Goal prioritization
- Insurance planning
- Education funding
- Tax planning
- Estate planning
- Social security strategies
- Employer benefits
