MJT & Associates Financial Advisory Group, Inc. is a fee-only wealth management firm that helps navigate clients through the unpredictable financial waters.
We focus on small businesses, individuals, couples, and families in transition with a specialty in divorce and special needs planning.
We assist our clients in determining what their financial goals and objectives are by creating buckets of assets to help achieve goals and objectives, establishing safeguards and documentation for protection of their loved ones, regularly examining asset allocation to help maximize the growth of their assets, and securing the appropriate distributions for their retirement income. We take the time necessary and listen to our clients' concerns. We establish and review a plan to pursue individualized goals, and continuously monitor and adjust to help ensure ongoing progress and growth.
Our clients tend to have a minimum investable asset portfolio of $150,000, a household income of $200,000+, and overall net worth of $400,000+. Although this is the trend, we are honored to assist all those who want help and financial advice.
We partner with our clients to implement a customized financial strategy developed specifically to our client's aspirations. We work together to provide the service you expect from your financial firm of choice. By combining your goals with our expertise, open communication, consistent monitoring, accessibility to products, information, and technology, we strive to enhance the client/advisor relationship.