It is never too early—or too late—to save for your retirement. Whether you are at the beginning of your career, close to retirement or somewhere in between, MtM Financial Group will give you the assistance you need with your retirement planning. We’ll tailor our financial strategies to your specific goals and expectations. We create solid savings and investment plans for our clients at every stage of life, taking into consideration how close you are to retirement. Our retirement investment plans are comprehensive, taking into account all of your financial needs and goals.
If your retirement is years off, we’ll offer assistance with a smart strategy to help you grow your retirement money over time. If your goal is to retire early, we’ll map out a retirement planning road map to help you make that happen.
We’ll carefully review your life situation and help you find ways to make your 401(k), IRA and other retirement savings plans work harder for you. Your MtM Financial Group advisor will recommend retirement planning strategies with the goal to create a stable, steady income stream to last through your retirement. We’ll also help you explore smart ways to plan for the unexpected through long-term care insurance and disability insurance.
If you are near retirement, we will help identify your sources of income and strategies for handling your living expenses. We’ll help you determine the best time to start collecting Social Security and how to navigate the confusing waters of health care costs, long-term care insurance and disability insurance.
We’re Here for the Long Haul
Did you know that managing your money during retirement can be just as important as building up your financial resources as you prepare? As you get ready to retire, we’ll help you establish wise investment and withdrawal strategies aimed at making sure your money will last throughout this stage of your life. We’ll also share different ways to generate income during retirement.
Do you feel like you’re just a number and a commodity? At MtM Financial Group, our clients are our family. We are there for you every step of your financial journey.
Not sure if we’re the team for you? Learn more about us here. Take advantage of our free reviews of your wills and estates, income tax plan, life insurance or overall financial situation. We serve individuals and companies in Bethlehem, Allentown, Easton, Stroudsburg, Center Valley, Hellertown, Nazareth, Phillipsburg and throughout Lehigh County, Northampton County, Monroe County, Warren County, Bucks County and beyond.
More Than Retirement Planning
We offer a full range of services. Check out what else we can do for you here: