MJT & Associates Financial Advisory Group, Inc. MJT & Associates Financial Advisory Group, Inc., is a fee-only, fiduciary wealth management firm in Lake Minnetonka and Montevideo, Minnesota, here to help you navigate through unpredictable financial waters.
Who We Help
Our firm services and supports clients with various perspectives and values that differ from religious, political, goal-based, and others. We don't judge our client's goals or values but work with them to accomplish their needs based on their terms, not ours.
Our financial advisors specialize in helping small business owners, individuals, couples, and families who may be in transition. With expertise in areas of divorce and special needs planning, we are your trusted resource in financial planning, investment management, and retirement planning.
Our trusted financial advisors work to establish and review a plan that will help you pursue individualized goals while continuously monitoring and adjusting to life changes. We want to ensure we have all areas covered—from medical needs and concerns to future gifting aspirations—to be sure our comprehensive planning meets your needs now and in the future.
As part of our process, we accomplish your goals through a plan consisting (at minimum) of:
- Creating buckets of assets
- Establishing safeguards and documentation for protecting loved ones
- Regularly examining asset allocation to help maximize investment strategies
- Securing the appropriate income for retirement timelines and goals
What We Do
Our financial planning process is similar to baking a cake together. As planners, our job is to make the best possible cake, the financial plan, with the best possible ingredients available today in our pantry. Your job, as the client, is to put the frosting and coloring, your values, on the cake.
Our financial advisors provide and implement a customized financial strategy tailored to your aspirations. This partnership provides you with comprehensive financial planning services that marries your goals with our expertise, open communication, consistent monitoring, accessibility to products, information, and technology. We strive to enhance and embrace all our client–advisor relationships.
We believe in the following core beliefs, the belief in:
- Mother Natures rules
- ALL lives matter.
- We need structure to avoid chaos while preserving free thought and conversation.
- A peaceful and spiritual existence based on individual choice.