Estate PlanningSeeking Financial Security

Through individual assessment and careful planning, our clients enjoy the security and fulfillment of knowing they have taken steps in establishing their financial legacy. Estate planning can often be a sensitive subject, left untouched in many families who prefer avoiding the reality of mortality. While this is an easy short-term solution, the long-term costs of an unplanned estate can be extremely painful, both financially and emotionally. To overcome these difficulties, our clients rely on our expertise:

  • Over 20 years of dedicated estate planning experience
  • Always remaining ready to coordinate with your tax and law professionals
  • Portfolio management and estate execution services
  • Working to help you attain financial security is our top priority at MFA Wealth

*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. MFA does not serve as an attorney, accountant, or insurance agent. MFA does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of MFA’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on MFA’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and compensation