We invite you to take a few moments to learn more about Money Professionals, LLC. Our portfolio management services are on a fee-only basis; and we act as fiduciaries, which means that we must always do what is in your best interest. Our commitment to forming long-term relationships with our clients provides the foundation of our firm's business model.
If you are ready to see how working with a professional fiduciary firm firm can benefit you and your financial future, we invite you to contact us for a no-cost, no-obligation consultation. As a fee-based advisory firm, we do not sell financial products of any kind, nor accept commissions from any source.
If you are ready to see how working with a professional fiduciary firm firm can benefit you and your financial future, we invite you to contact us for a no-cost, no-obligation consultation. As a fee-based advisory firm, we do not sell financial products of any kind, nor accept commissions from any source.
Services
Money Professionals, LLC offers both comprehensive and goals-based financial planning on an hourly fee basis or by retainer. Our firm specializes in Retirement Income Planning for those approaching or already in retirement. Investing during retirement is completely different from investing for retirement.
Risk Number technology mathematically calculates a client's true risk tolerance, built on a scientific framework that won the Nobel Prize for Economics. This Risk Number replaces subjective terms like "conservative" and "aggressive." By taking a 5 minute quiz, we will be able to align your current portfolio with your true investment goals and expectations, as well as your objective risk budget.
The BCP is an internal document that is not available to the public. This Business Continuity Plan Summary document is intended to provide our customers with summary and pertinent information regarding our BCP. While no contingency plan can eliminate all risk of service interruption or temporarily impeded account access, we continually assess and update our plans to mitigate all reasonable risk.
Money Professionals LLC ("MP LLC") has adopted a Code of Ethics for the purpose of instructing its personnel in their ethical obligations and for providing rules for their personal securities transactions. MP LLC and its personnel owe a duty of loyalty, fairness and good faith towards their clients, and the obligation to adhere not only to the specific provisions of the Code but to the general principles that guide the Code.
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