IT’S YOUR MONEY. YOU’VE EARNED IT.
WE’LL HELP YOU KEEP IT FOR WHAT REALLY MATTERS.
Plan Based Investing begins with a confidential questionnaire and the calculation of your personal Family Index. Getting to know you and your financial expectations, we use your Family Index to guide MBM’s goal-based asset management and track progress according to what’s most important to you. The successes of your investment plan and wealth management returns are measured against your personal wealth strategy, not against industry averages or market fluctuations.
Our Plan Based Investing strategies are as
personal and unique as the individuals we serve.
We take our client responsibility very seriously. Your plan is more than a collection of growth & income strategies, allocations, investment options, and risk tolerance. It’s your comprehensive financial playbook. It’s what sets you apart and delivers peace of mind so you can actively pursue the life of your dreams. Our clients can be confident that the Plan Based Investing strategies we recommend are intrinsically aligned with your best interests.
No matter how life changes,
your financial stability shouldn’t.
Life changes. We get it. Some events you plan for years in advance like the growing cost of college tuition or hosting the most elegant wedding event of the century. Other things may sneak up on you like a new bundle of joy, an inheritance, or even an illness in the family. The investments and management of those investments are a savvy and insightful combination of your wants and needs, combined with current and estimated future assets.