Today, many financial advisors are solely focused on working with high net worth clients who have assets in which to be managed. This leaves a large majority of young professionals without an avenue for guidance when looking to establish or build upon their financial foundation.

Our mission is to help our clients make informed decisions about their money throughout every stage of their lives, so they can spend more time focusing on enjoying their life.

To deliver on this mission, we provide a comprehensive wealth management service that covers all facets of a client’s financial life. Each plan is tailored to that individual or family’s goals, expectations and concerns.

To provide such a superior level of service, it is important to have four things:

Here at M Financial Planning Services, we have all four. With over 40 years of combined experience, designations to qualify our expertise, innovative technology that encompasses our client’s entire financial lives, and a process to help our clients establish their financial foundation, we are the perfect fit for clients who want to take control of their own financial well-being.

The Planning Process

Understanding You

Early on, you and your advisor will work together to distinguish which service is the right fit for your financial situation.

Planning Topics we Cover

• Student Loan Analysis
• Retirement Planning 
• Debt Repayment Strategies
• Insurance Planning   
• Cash Flow Analysis       
• College Planning
• Investment Management & Tax Mitigation 
• Business Retirement Planning
• Home Purchase Planning       
• Expenditure Planning

WealthVision Integration

Your Personal Financial Management website makes it easy to manage both your wealth and your well-being. WealthVision is designed to consolidate all of your accounts, assets and information into one secure location, making your personal financial life easier. In your personal financial homepage, you can view everything about your financial plan in one place. 

Visualize the Impact of Every Recommendation

With Interactive Planning technology, we won't tell you how your decisions will affect your financial future, we'll show you.

Safe & Secure

Your wealth management system employs advanced security features and protocols to keep your data safe, private, and secure at every hour of every day, year round.

Our comprehensive security measures include password protection, Secure Socket Layer encryption, firewalls, intrusion detection, audits, inspections, and more.

With each measure in place, you can be confident that your important information is safe and secure.

If you'd like to discuss your situation, please contact us today.