M Financial Planning Services


Wealth Strategies for Individuals and Business Owners

 

Whether you are focused on preserv­ing, creating, transferring or distributing wealth, M Financial Planning Services can help you carefully craft a plan tailored to your unique circumstances.

 

Experience. Knowledge. Trust.

 

Both individual investors and business owners face numerous challenges in pursuing their life goals and financial objectives in an ever-changing economy. At M Financial Planning Services, we bring more than 30 years experience to helping you overcome obstacles on your path to meeting a broad range of financial and wealth management goals.

Our advisors are dedicated to your success and ensure that your needs always come first. We are not satisfied unless your visions for your business, retirement or legacy come into focus. Learn more.
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

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