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Client-Focused Wealth Management

MB Investment Services focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. And by building a lasting, personal relationship with you, we are able to help you anticipate and plan for the future.

 

Strategies for Your Wealth Management Needs

We help you create a personalized financial strategy with your lifestyle goals in mind. Based on our discovery process, we work with you to build an appropriate plan that supports your objectives, then monitor it regularly to help you stay on track.

Our services and strategies include:

  • Retirement planning
  • Business strategies
  • Investment planning
  • Small business strategies
  • Estate planning
  • Insurance
  • Education planning
  • Risk management
  • Tax strategies
  • Gifting strategies

 

Our Approach to Your Personalized Plan

We use a client-centric process focused on pursuing specific milestones we create together. Our comprehensive, three-step planning process is designed to help identify your needs, implement your strategy and monitor it regularly to help you stay on course:

  1. Assessing Your Needs and Finances: We begin by asking you to complete a confidential personal profile that helps us gain a deep understanding of your current financial situation and goals.
  2. Preparing Your Plan: We provide a detailed analysis of your finances, develop a variety of customized strategies, then offer suitable recommendations to address your future needs.
  3. Implementing and Monitoring Your Strategy: Once you select the best approach, we put your personalized plan into action. We then maintain consistent communication with you, carefully monitoring your portfolio and making adjustments, when necessary.
Start your conversation about Wealth Management planning or to learn more about these and other investment options.

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