How We Can Help

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Investment Management

Our team will execute your investment strategy and be your main point of contact for your financial reporting, communications, and results. Our solutions are cost-effective, thorough, and customized for your specific needs. We also coordinate with experienced professionals, such as attorneys and Certified Public Accountants, to help support your broader financial needs. Ultimately, we look to develop long-term relationships grounded in trust, communication, and results.

We use our knowledge of the stock market to help develop investment portfolios that reflect your individual goals and circumstances. Through ongoing collaboration and monitoring, our team is able to discover new avenues for you to invest your wealth and accomplish your goals. In addition to managing your investments, we'll educate you on the rationale behind each investment decision so you're well-versed in the logic of our approach.

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.

Financial Planning

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

Our Financial and Retirement Planning services involve:

Reviewing

Your investment strategy and ensuring your investing your wealth in a manner that aligns with your objectives.

Optimizing

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

Identifying

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

Strategic Tax Planning

You don't have a choice about paying taxes, but you can avoid making the mistake of overpaying them. We will work with you to help identify the tax-saving approaches that apply to your situation. We work with you throughout the year, not just when it's time to prepare your return.

You might be able to save on taxes by:

  • Restructuring your investment portfolio to produce a higher after-tax return

  • Shifting income to dependents in a lower tax bracket

  • Claiming appropriate home office deductions

  • Maximizing qualified plan and IRA contributions

  • Identifying all the deductions that apply to your small business

If you're like most people, your taxes represent one of your largest annual expenses, yet often little or no planning is done to minimize your tax bill. Careful tax preparation and planning can free up money that you can use to achieve your goals. As personal income tax specialists, we will help you aggressively pursue every deduction you are lawfully entitled to.

Insurance Solutions

Life can be unpredictable, but we can help you plan for those inevitable twists and turns with strategic insurance solutions. Part of our job as your financial team is to surround you with the best resources, tools, and other partners who can help you feel most secure about your financial future. When we build your financial plan, we look for ways to provide helpful options that may enhance your overall portfolio while meeting your specific objectives.

After discussing your many dreams and goals, we will work with you to identify the insurance products or solutions that may best meet your needs. We aim to provide you with the information and guidance you may require so that ultimately, you can feel more prepared for whatever life throws your way.

Some of the products we may consider for you include:

  • Whole Life Insurance

  • Term Life Insurance

  • Universal Life Insurance

  • Variable Universal Life Insurance

  • Disability Insurance

  • Long Term Care Insurance

  • Variable Annuities

  • Fixed Index Annuities

  • Fixed Annuities

Additional Solutions

At the Mawby Brigeman group, providing you with the knowledge and resources you need to be successful is what we do best. Without commission incentives and conflicts of interests in the picture, we're able to deliver recommendations that solely serve your best interests.

Some of our other products and services we may recommend for you include:

  • Cost-efficient Investment Solutions

  • Holistic Retirement and Financial Planning

  • Cash Management and Budgeting

  • 401(K) and Pension Consulting

  • Accessing Private/Alternative Investments and Private Equity

  • Long-term Wealth Planning

  • Securities -Based Lending

  • Trust and Estate Planning

  • Debt Management Strategies

  • Education Funding Strategies

  • Insurance Reviews

Interested in learning more about the MB Group?

Download our Introduction Packet to learn more about our process, team, strategy, FAQs, and how we serve our clients.

Download Your Copy Here

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