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Financial Planning

Retirement Planning

Retirement Planning

One of our specialties is helping you to plan for retirement. We know that it can be complicated and overwhelming, and as our clients consider retirement, they often have three main questions:

  • When will I be able to retire?
  • How will I earn an income?
  • Will I still be able to enjoy my current lifestyle?

Whether you're five years away from retirement or 20 years away from retirement, we'll help guide you through the steps necessary to secure enough assets for your optimal retirement lifestyle. After evaluating your current financial situation, we'll identify the income sources and opportunities that are most advantageous for you as you prepare for your life past employment.

Creating Your Financial Plan

At the MB Group, we strive to provide detailed, customized recommendations for our clients' unique situations. That all starts with creating a financial plan.

What to Expect?

We will sit down with you at our initial "data gathering meeting" to assess your current financial situation. We will ask you questions that will provide us the information we need to complete your plan. Some questions include: What is your income? How much are you saving? When would you like to retire?

What's included?

Our financial plans include a detailed assessment of your assets and liabilities to determine your current net worth. We will also work with you on developing a savings plan to meet your life goals/milestones such as saving for retirement, paying for college, or buying a vacation home. We list all of your goals and develop a tax-smart savings plan and customized investment strategy to help you plan ahead and meet those goals.

What information will my advisor need from me?

The foundation of a financial plan starts with information such as your age, and family information. Are you married or do you have kids? We will then ask about your income and any savings you have. We will gather information on any assets such as 401(k)s, IRAs, bank accounts, or properties as well as any liabilities such as a mortgage, student loans, or credit card debt. We will also ask you if you have a set age in mind to retire or any other goals like paying for college.

What does our process look like?

We will work with you on completing a brief questionnaire to provide us the data we need to create your plan. We may follow up with you if there is any additional information we need before completing and presenting your plan. We will then schedule a meeting to review the plan with you and create a strategy to implement the recommendations needed to meet your goals.

What are the benefits of getting a financial plan?

We like to say that creating a financial plan helps us as much as it helps our clients. By going through the process together, we can better-know and understand the intricacies of your unique situation. A financial plan allows us to create detailed, specific recommendations based on your situation, and allow us to track the progress towards meeting those goals. As market environments change or as your life changes, we will work with you on continually making updates to your plan so you can feel confident you will always be on track.

Our Financial and Retirement planning services involve:


Your investment strategy and ensuring you're investing your wealth in the stocks that best align with your objectives.


Your spending habits so you continuously make decisions that benefit your broader financial picture.


Potential income streams and ways you can continue to contribute to your nest egg while still securing the basic necessities.

A Holistic Approach

A Holistic Approach

Rest assured that as we create your personalized retirement plan, we first start by looking at the big picture. We consider what is going to work best for you, and then we help you understand your available resources so that you can live out a happy retirement. Finally, we develop a thoughtful, strategic plan that will help put your mind at ease so that you can enjoy those well-deserved retirement years.

Financial Planning Membership

Financial Planning Membership

Life is busy. Our jobs can be demanding, and our social obligations can easily fill each minute of our calendars. We know you're saddled with all kinds of important considerations these days: whether to pay down debt or set aside funds for retirement, how to strategically invest your 401(k), how to balance building a career while building your net worth, saving for your first home, preparing to start a family, and many others. It can be so difficult to set aside time to tackle important financial issues… we get it. That's why we've designed our Financial Planning Membership to help you get started.

Our Financial Planning Membership is designed to help busy professionals organize their finances, strategically think through and make key financial decisions, establish important money habits, build a strong financial foundation, and ultimately, plan for their futures with confidence. Together, we will dissect your most immediate financial focus areas, provide thoughtful and actionable recommendations on a timely basis, and inspire you to take the proper next steps in your financial journey.

Schedule time to connect with us to learn how we might be able to help you today!

Let's Connect

We welcome you to contact us at any time. Our team is committed to you and your financial needs, especially when you need us most. Contact us below or schedule time to connect.

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