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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.


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

MMFA Announces Online College Series for Teens & Parents

MMFA has two new online seminars designed specifically for those saving for or going to college. Two topics with two time slots each will be offered and include: Personal Finance for Teens Learn what every teen & incoming freshman should know before leaving for college. This complimentary online seminar will be presented by Jeff Kort, …

Taxes and Your Investments

One of your portfolio’s largest expenses is probably taxes. One way to help keep your portfolio growing is to invest in a tax-efficient manner. Some suggestions include: Contribute to your 401(k) plan:  Contributions are made on a pre-tax basis, so you don’t pay income taxes currently (Social Security and Medicare taxes are paid), and earnings …

Stocks Continue Rally, Await Reopening of U.S. Economy

Though it may not feel like it, the S&P 500 index just experienced its strongest 16-day period since 1938. This is a reprint from Raymond James website posting, April 16, 2020 Each day brings more news – some of it encouraging, some of it not – about efforts to curtail the spread of COVID-19 and …

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