1925 Running Deer Lane,
At MK Financial, our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal financial strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead. As we carry out this mission, we are shaped by four core values:
We do not sell proprietary products, and as independent advisors we partner with a variety of custodians, money managers, and insurance companies. We work for our clients, and not a company.
We seek the best value for our clients, as it aligns with their goals and tolerance for taking market risk, and the solutions that we recommend should always make sense from a cost and a tax perspective.
We meet clients in their homes and places of business, and work diligently for the success of individual clients and their loved ones. We are invested in long-term client relationships.
We take seriously our responsibility to do everything for the best interest of our clients, rather than our own best interest. Putting people first, and products and profits second, is always the right thing to do.
MK Financial is also committed to a holistic approach to financial services. Whether we are preparing a financial plan or providing targeted services like investment management and insurance planning, our goal is to help clients address these key considerations at every stage of life.
Identifying dreams and goals, and a timeline and plan to achieve them. Monitoring progress. Protection Strategies: Life, Disability, Health, Property, Liability Maximizing workplace benefits Cash flow: Income/ expenses, cash reserves, debt, contribution rates to retirement accounts
Investments: Evaluating Risk. Choosing the right account types. Using appropriate strategies
College Savings for Children
Planning for when and how much you pay taxes
Estate: Living Will, Beneficiary Updates
Identifying dreams and goals, and a timeline and plan to achieve them. Monitoring progress
Protection Strategies: Life, Disability, Health, Long-Term Care, Property, Liability
Maximizing workplace benefits. Coordinating benefits with Medicare and other retirement benefits
Cash flow: Income/ expenses, cash reserves, debt, contribution rates to retirement accounts
Understanding and making Social Security and Medicare elections
Estate: Living Will, Trust Creation Beneficiary Updates
Planning for when/how much you pay in taxes
Protection Strategies: Life, Health, Long-Term Care, Property, Liability
Cash flow: Income/ expenses, cash reserves, debt, retirement income plan, planning for trips, home repair, and special expenses
Investments: Minimizing Risk. Consolidating accounts. Using appropriate strategies
Planning for when/how much you pay in taxes. Required Minimum Distributions
Estate: Living Will, Updating Beneficiaries, Trust Creation, Wealth Transfer Strategies