The staff at MFMC is highly committed to our clients and provides exceptional guidance through all facets of each individual's personal financial plan, with the ultimate goal of reaching financial success. Our incomparable, proficient team has over 50 years of combined experience. As a client of MFMC, you will reap the benefits of a firm whose foundation is based on objective, expert advice and is steadfast in placing your best interest first.
MFMC provides excellence in the delivery of financial services to individuals, families and corporations. Our comprehensive services include: Financial Planning, Wealth Management, Retirement Planning, Estate Planning, and Tax Services. Throughout the course of our devoted work, it is essential that we earn your trust and respect through proficient, accurate service while always maintaining the confidentiality of your private information.
MFMC provides excellence in the delivery of financial services to individuals, families and corporations. Our comprehensive services include: Financial Planning, Wealth Management, Retirement Planning, Estate Planning, and Tax Services. Throughout the course of our devoted work, it is essential that we earn your trust and respect through proficient, accurate service while always maintaining the confidentiality of your private information.
Services
A Holistic, Comprehensive Financial Planning approach allows you to achieve your life plan goals through expert management of all your resources. Life plan goals can range from buying your first home, saving for your child's education, planning for retirement, leaving a legacy, to many other specific goals.
We work closely with clients to understand their objectives, priorities, values, time horizon and risk tolerance which are all vital in reaching a financial life plan.
We take into account and review in great detail all financial contributors, including but not limited to; current investment assets, existing employer sponsored plans, liabilities, recent tax returns, cash flows, educational needs, insurance, estate documents and expected inheritances.Based upon the foregoing thorough analysis, the client and advisor together agree on the specific allocation for the funds that are being invested.
We take into account and review in great detail all financial contributors, including but not limited to; current investment assets, existing employer sponsored plans, liabilities, recent tax returns, cash flows, educational needs, insurance, estate documents and expected inheritances.Based upon the foregoing thorough analysis, the client and advisor together agree on the specific allocation for the funds that are being invested.
At Mirsky Financial Management Corp., we work as your partner to develop financial strategies that help you achieve your life plan goals and then maintain what's most important to you and your family for decades to come.
Our holistic investment strategy starts with a review of your Financial Condition and takes your overall financial picture (including your tax return, insurances, estate documents, cash flows, etc.) into account when suggesting solutions.
Our holistic investment strategy starts with a review of your Financial Condition and takes your overall financial picture (including your tax return, insurances, estate documents, cash flows, etc.) into account when suggesting solutions.
Decisions made at every stage of your life can have long-lasting implications. Our unique approach to wealth management, combined with our comprehensive breadth of services and depth of experience, means that we will ensure you have the right team of experts managing your investment assets.
Our investment approach rigorously manages risk while incorporating each client's financial profile, leading to the appropriate and agreed upon asset allocation.We implement Systematic Rebalancing to ensure that your strategy and financial goals remain aligned while maintaining a diversified portfolio.
Our investment approach rigorously manages risk while incorporating each client's financial profile, leading to the appropriate and agreed upon asset allocation.We implement Systematic Rebalancing to ensure that your strategy and financial goals remain aligned while maintaining a diversified portfolio.
At MFMC, we strongly believe that incorporating your tax situation into your financial planning is vital in order to make sound decisions relative to your financial goals. Tax planning: Our team analyzes your tax situation on a yearly basis, generally in the autumn season, to allow time to make and execute the tax planning decisions that are optimal for your situation.
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