We are committed to serving clients in the way that works best for them. MFA offers two distinct services:
Financial Planning is the process of creating, implementing, and monitoring your overall goals and objectives. At MFA, we will work with you to customize a plan by analyzing risks, identifying opportunities, and educating you about your options.
Investment Management should be customized for each investor. We tailor investment strategy to our client's individual goals, risk tolerance, tax situation, and values.