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Retirement Planning

The person that matters most in your retirement planning is you. But no matter what stage you’re in – early in your career, actively contemplating retirement or already retired – we’re here to help.

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Planning for Business Owners

As a business owner, you know all about hard work and commitment. We understand the challenges business owners often face and enjoy helping new.

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Life Event Planning

Life is constantly evolving and so do your financial needs. We have helped many families make successful transitions during times of change and stand ready to offer guidance should the need arise.

Investing with our proprietary Dynamic Allocation Process: A proactive approach to addressing your needs and risk tolerance in the most economical, tax-efficient manner

Our proprietary process is a structured, unemotional investment process that combines asset allocation, a focus on relative strength, rebalancing and diversification to help develop and implement the customized financial plan most capable of addressing your needs and risk tolerance in the most economical, tax-efficient manner.

It provides a proactive approach which includes a selling strategy that can help make your portfolio more conservative when we feel conditions warrant it, and help reduce the chances that your portfolio suffers an unrecoverable loss. This process also provides tactical modifications that could allow your portfolio to benefit by emphasizing asset classes that are outperforming (relative strength). Read More

Stay Informed with Commentary and Insights

Quarterly Insights – January 2020

The Best Performance in 6 Years Markets welcomed the positive resolution of several key macroeconomic unknowns in the fourth quarter, and that improved clarity sent the broader stock market higher over the past three months. The solid fourth quarter gains helped the S&P 500 index achieve its best annual return since 2013.   At the start …

Irv Munn Named to The Raymond James Financial Services’ 2020 Executive Council for Outstanding Client Service and Exemplary Professional Growth

Please join all of us on the MMFA team in congratulating Irv Munn, CPA, CFP® who, in recognition of outstanding client service and exemplary professional growth, was recently named to the Raymond James Financial Services’ 2020 Executive Council. Executive Council honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity*.

Unretirement is the New Retirement

Retirement is often looked to as a season to relax, to travel and make memories, and to spend time focusing on hobbies and projects you enjoy. However, what if the things you enjoy are the very things you’ve been doing all along? You may not need to work after retirement, but you may like to.

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