Broker Check

At The MNE Group we pride ourselves on building client relationships for life

                                                                                                                        Learning about you and your goals gives us the insight to proactively guide your investments and financial planning. We focus on what each person is trying to achieve, while developing their plan that remains flexible, because we all know life changes. We believe in simplifying the complexities of financial planning so that you feel confident in our guidance and, ultimately, your own decisions about your financial future. Understanding our client’s ultimate goals enables us to provide better financial outcomes not only for themselves but their families.  

Planning for the future means something different to everyone

You may need help planning for the succession of your business, your personal inheritance, retirement planning, charitable giving and/or passing wealth to the next generation. Knowing how to properly manage your money and assets to achieve your goals requires coordination and expertise. You can be assured that The MNE Group has the expertise to help coordinate your plan.

Our Approach

We will empower you to make informed decision about your finances, focusing on the following six areas of financial planning; all of which have an equal impact to a sound financial plan.

Financial Position

Review of your current Financial Position to help determine if you are making the best choices when it comes to cash reserves , debt management and whether your income, expense and savings are balanced and appropriate for meeting your goals.

 

Risk Management

We analyze your situation and help find ways to protect your income, assets and  business  if applicable, at every stage of your life and as circumstances change.

 

Wealth Accumulation

We design a strategy to help you invest your assets in order to meet your financial goals by taking into consideration your personal situation and tolerance for risk. 


Tax Planning

When applied appropriately in conjunction with a financial plan, tax strategies can help reduce the impact of taxes on investment returns and income.  We can provide guidance for ways to decrease, eliminate or defer taxes. 


Retirement Planning 

The earlier you start saving, the more flexibility and freedom you'll have to choose the when, how and where of retirement.  For business owners, we can show you how to take advantage of retirement strategies to maximize your retirement savings while offering plans that can reward and retain top talent.  And even if you are already retired we can help to ensure that your savings continues to work for you. 


Estate Planning

Proper estate planning can help you to pass on move of your wealth to your family and charities than to taxes.  It can to take into consideration the special concerns of young families with minor children, families who have members with special needs , business owners who need to address succession planning or grandparents who would like to help the grandchildren go to college.