We want you to feel confident that your overall financial plan is working as effectively as possible to achieve your goals. That’s why we offer free second opinions for your financial investment portfolio, retirement plans, wills and estates, life insurance, Social Security strategy, income tax planning, long-term care plan, Medicare and more.
We’ve helped improve financial plans and results for clients across the country and locally in Bethlehem, Allentown, Easton, Stroudsburg, Center Valley, Hellertown, Nazareth, Phillipsburg and throughout Lehigh County, Northampton County, Monroe County, Warren County, Bucks County and beyond. Give us a call so that we can help do the same for you!
Free Second Opinion for Your Financial Investment Plan
When it comes to doctors or financial advisors, some people are reluctant to seek second opinions—even when they have concerns. That’s unfortunate. A second opinion can be invaluable.
At MtM Financial Group, we offer free second opinions to help you determine if your existing portfolio is doing all it can to reach your goals. Even if your existing financial plan is achieving some level of success, we will explore ways to enhance it.
Free Second Opinion for Your Retirement Plan
Here are some of the questions you should be asking about your retirement plan:
- Is your plan on track?
- Will your money last your lifetime?
- When should you start taking your Social Security benefits?
- What should you do with your 401(k) in the current financial climate?
- How should you take your pension benefits?
- Will you be able to maintain your chosen lifestyle in your retirement years?
- How do you make confident retirement decisions?
Free Second Opinion for Your Tax Preparation
Our MtM team of tax professionals is here to help you get on track. We can review your previous returns and discuss what can be improved. Interested in our services? Let’s talk about how we can help for this upcoming tax season.
Our income tax services include:
- Federal, state and local tax return preparation
- Year-round support
- Tax services fully integrated with investment advice
Free Second Opinion for Your Social Security & Medicare Plan
Our trained and experienced advisors can answer all of these questions and more. In less than an hour, you will have a clear picture of your retirement challenges and opportunities. Call us today to schedule your appointment with our social security expert, Mark Bacak.
Free Second Opinion for Your Life Insurance and Long-Term Care
Do you have the right amount and type of life insurance? Will your loved ones get less than they should after you’re gone? Is a life insurance salesperson the right person to answer these questions?
At MtM Financial Group, we’ve partnered with one of the largest and most experienced groups of life insurance experts in the country: Ash Brokerage. Mike Pompei, expert from Ash Brokerage, will meet with you right here in our office to assess your existing insurance and explore options that could provide you with the same coverage at a lower cost or increase your death benefits for the same premiums. Call us today to schedule an appointment to see if we could save you or your family money.
Free Second Opinion for Your Wills and Estates
Do your wills still do what you really want them to do? Do you even have wills and trusts drawn up to protect those you love? Our trusted team at MtM Financial Group works with Lehigh Valley lawyers, like Keith Strohl of Steckel & Stopp Law Offices, who are skilled in issues of estate and elder law. These experienced professionals will meet with you in our offices, review your current documents and provide an honest assessment.
Comprehensive Financial Advisory Services in Bethlehem, PA
All of our second opinions are cost free, pressure free and obligation free. Call us or contact us on the web to schedule your consultation. Plus, MtM Financial Group’s team of seasoned advisors can help you with even the thorniest financial challenges. Learn more about our services here:
When you work with MtM Financial Group, you become part of our family. You are our No. 1 priority and we’ll be here for you when you need us. We’re proud to serve people in more than a dozen states, as well as our neighbors in Bethlehem, Allentown, Easton, Stroudsburg, Center Valley, Hellertown, Nazareth, Phillipsburg and throughout Lehigh County, Northampton County, Monroe County, Warren County and Bucks County—and beyond.
To schedule an appointment or to learn more about MtM Financial Group, call 610.746.7007 or contact us on the web.