Financial Planning Services
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
At MD&A Financial Management Company, we develop and implement strategies to assist in meeting your financial goals. Our services and products span the following areas:
- Registered investment advisory services
- Portfolio design and management
- Retirement planning
- College/education planning
- Estate planning
- Investment accounts
- Load and no-load mutual funds
- Individual stocks and bonds
- Exchange traded funds (ETFs)
- Life insurance
- Disability insurance
- Long-term care insurance
There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.