At MTI Financial Advisors, we are committed to helping a diverse range of clients achieve their financial goals. We specialize in providing personalized financial advice and services to the following categories of clients:
Whether you are approaching retirement or want to accumulate wealth for the future, we can help you develop a financial plan that will allow you to retire with confidence. We will work with you to assess your current financial situation and develop a strategy for maximizing your savings and minimizing your tax burden.
If you're already retired, we can help you manage your assets and develop a strategy for generating income in retirement. We'll help you make the most of your retirement savings and ensure that you have a plan in place for managing your expenses and preserving your wealth.
Individuals with complex financial needs, we can help you manage your wealth and develop a customized financial plan. Our team of experienced advisors will work with you to identify opportunities for growth and help you navigate potential risks.
If you're looking to transfer wealth to your heirs, plan your estate, or merely simplify the process we can help you develop a strategy that minimizes taxes and ensures that your assets are distributed according to your wishes.
We provide consulting services to small businesses and help them choose the right business structures for their needs. We can also assist with setting up 401(k) plans and buy-sell plans.
Regardless of your situation, our team of experienced financial advisors is committed to providing you with personalized advice and guidance that is tailored to your unique needs and goals.