We provide ongoing advocacy in all aspects of our clients' financial lives, leaving no stone unturned in striving to help them achieve their goals. We work closely with each new client to make sure we understand their financial goals, needs and risk tolerance. We have plans available to you for Health Insurance, Life Insurance, as well as Disability and Long Term Care Insurance.
Many financial advisory firms purport to offer planning services, but very few do it well. We are one of those few. Marc has extensively studied the financial, physical, emotional and personal issues affecting today's business owners, executives, and seniors (including the financial demands linked to increased longevity).
Many financial advisory firms purport to offer planning services, but very few do it well. We are one of those few. Marc has extensively studied the financial, physical, emotional and personal issues affecting today's business owners, executives, and seniors (including the financial demands linked to increased longevity).
Services
At Money Managers Inc., we provide ongoing advocacy in all aspects of our clients' financial lives, leaving no stone unturned in striving to help them achieve their goals. Managing your investment portfolio is an indispensable part of our services, but we understand that it is just one piece of your unique and ever-evolving financial puzzle.
Having the right retirement plan in place for your business could make a dramatic difference in your success in meeting your retirement goals and in helping your employees meet theirs as well. Whether you are looking to start a plan or already have one in place, we have the expertise to make sure your plan works as hard for you as you work for yourself.
Where do you start? You have an idea but do not know where to go to make your idea turn into a real live business that makes money by providing services and/or products to the marketplace. Strategic planning is a process of designing and organizing strategies, and making decisions on allocating your financial resources.
These state-sponsored college savings plans let you put away designated amounts per year for your child's college costs without having to file an IRS gift tax return. The money saved and invested can be used for college or K-12 education expenses. Contributions aren't tax-deductible, but the account enjoys tax-deferred growth and withdrawals are typically free from Federal taxes (state taxes may apply).
We apply a disciplined investment approach based on rigorous academic research to help our clients meet their investment objectives. Prior to making portfolio recommendations, we work closely with each new client to make sure we understand their financial goals, needs and risk tolerance. From there, we design and implement a customized investment portfolio based on each client's unique situation.
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