MtM Financial Group’s skilled advisors take great pride in spending time to truly get to know our clients and their needs to create the financial investment management plan that will help meet their expectations and goals.
Our financial investment management services Include:
- Complete investment portfolio design, implementation and monitoring
- Free second opinions on your current investments
- Specific cash-flow planning during retirement
- Asset allocation design
- Investment risk assessment and mediation
- College savings plans
- Creative wealth building strategies
- Tax-sensitive investment plans
Complete Investment Portfolio Design, Implementation, Monitoring
Maybe you have a strong grasp of financial investing or maybe just the thought of investment planning scares you. Either way, it’s wise to rely on financial investment management experts when it comes to researching the best investment choices, making trading decisions and rebalancing your portfolio. Have you ever heard the saying: A lawyer who represents himself has a fool for a client? Well, the same holds true for creating and managing your investment portfolio. Even though you may have the financial know-how to handle your portfolio yourself, it’s probably not in your best interest. You can benefit with a trained advisor who will act calmly and logically as the markets and other financial factors fluctuate. Let us help you.
Our advisors have the training and experience to build and manage a portfolio aimed at maximizing your returns while minimizing your risk. We’ll take your unique circumstances into consideration, including your tolerance for risk. It’s all about balance, security and peace of mind—and we can help make it all happen for you and those you love.
We know how to strategize based on market trends, taking a cautious approach to help preserve capital or a more aggressive route to help generate more growth when warranted.
Free Second Opinion
Not part of our family yet? We’ll be more than happy to examine your current investment portfolio at no cost to you. We’ll give you an honest assessment of what we think is working—and perhaps not working—for you. No pressure. No obligation. Just honest answers.
Cash-Flow Planning During Retirement
We Americans are living longer than ever. So it’s more important than ever to design strategies for our assets to last as long as we live. Your MtM Financial Group advisor will create a plan focused on balancing your income and expenses so that you can enjoy your retirement.
Asset Allocation Design
It’s all about balance. We include different asset classes in your portfolio (stocks, bonds, real estate, cash, etc.) to increase the probability that certain investments will produce satisfactory returns even when others are lacking.
Investment Risk Assessment and Mediation
All investments come with some degree of risk. But our job is to help manage your overall risk and put you in a strong position to achieve your financial objectives.
College Savings Plans
A 529 college savings plan can be a great way to save for college while enjoying flexibility and healthy tax breaks. But not all 529 plans are the same. We’ll help you sort through these and other college savings plans and investment opportunities, helping you choose the strategy that makes the most sense for you. We’re also savvy when it comes to tax strategies and gifting.
Creative Wealth Building Strategies
From turning your hobby into a business to reducing your tax bill and investing the difference, there are plenty of creative ways to build wealth. Based on your unique circumstances, we’ll help you find them—and capitalize on them.
Tax-Sensitive Investment Plans
As we create and manage your plan, we will search for opportunities to defer or reduce your tax burden.
We’re not just the wise choice. We’re also conveniently located if you live in Bethlehem, Allentown, Easton, Stroudsburg, Center Valley, Hellertown, Nazareth, Phillipsburg or other communities in Lehigh County, Northampton County, Monroe County, Warren County and Bucks County.
More Than Financial Investment Management
We don’t just provide financial investment management strategies. MtM Financial Group is also the team you want handling all of your financial needs. We have expertise and experience in retirement planning, estate planning, income tax services and more.
We look forward to hearing from you. Call us today at 610.746.7007 or contact us on the web. Our service area includes Bethlehem, Allentown, Easton, Stroudsburg, Center Valley, Hellertown, Nazareth, Phillipsburg and other towns in Lehigh County, Northampton County, Monroe County, Warren County and Bucks County.