Who is the best financial advisor for you? The answer is simple: the one who will help you set and achieve the financial goals that are best for your specific needs and budget.
At MtM Financial Group, you are our No. 1 priority. When you tap into our financial advisory services, you become part of our family. We serve clients across the country. Our local area includes Bethlehem, Allentown, Easton, Stroudsburg, Center Valley, Hellertown, Nazareth, Phillipsburg and towns throughout Lehigh, Northampton, Monroe, Warren, Bucks and Berks counties.
This is what you should expect when working with us:
- A clear and accurate understanding of your financial goals and priorities
- A thorough, honest and professional evaluation of your financial options
- Effective and timely implementation of the actions required to help reach your goals
- A meeting with your financial advisor every 90 days to keep you informed of your progress and recommend any adjustments
- Constant communication through our newsletters, website, TV show, radio show, videos and blog
Our Partnership Is Personalized
Financial issues can be complex and confusing. We will always take the time you need to answer your questions, using our decades of training and experience to help you create strategies that allow you to feel confident about your future.
Marriage. Divorce. The birth of a child or grandchild. The death of a parent, spouse or other family member. A major promotion. The loss of a job. Retirement. A blended family. A child heading off to college. The impending sale or purchase of a business. We take all of these factors and more into consideration when building your long-term financial plan.
So, how does it work? For starters, we sit down and get to know you. Of course, we want you to use this time to get to know us, too, so that you can make sure we’re the financial advisory services provider that’s the right fit for you. You can learn more about us here.
We’re Fully Committed to You
If we decide to work together, we’ll get busy gathering the information we need to develop a long-term financial plan aimed at optimizing your financial situation and achieving your goals. Our plans are tailor made for each client.
Our comprehensive financial advisory services include financial investment management, retirement planning, estate planning and more. We also provide free second opinions with no pressure and no obligation.
Once your plan is in place, we’ll use our expertise to keep track of your progress. We will connect with you at least every three months to discuss the progress and performance of your plan. With your approval, we’ll make any adjustments to further improve your plan if necessary. In the meantime, feel free to reach out to our financial advisory services team with any questions or concerns you might have when your life circumstances change, when market changes occur—or whenever you need us.
Our Service Is Exceptional
At MtM Financial Group, we don’t just talk about serving you and your family to the best of our ability. We live it—every single day. That’s just one of the reasons so many people want to work with us—we have clients in more than a dozen states. Our local clients come from Bethlehem, Allentown, Easton, Stroudsburg, Center Valley, Hellertown, Nazareth, Phillipsburg and other towns throughout Lehigh County, Northampton County, Monroe County, Warren County and Bucks County.
See for Yourself What We’re All About
Our “More Than Money With Gene Dickison” weekly radio and television shows make us unique. Gene answers listeners’ questions and provides 2½ hours of live financial information and advice on his shows each week. Topics include wills, estates, investments, income tax, business matters and more. These shows are a great opportunity for you to explore our services for free and decide if you want to work with us. You also can research our background and experience through the free BrokerCheck tool.