MJT & Associates Financial Advisory Group, Inc. is a fee-only, fiduciary wealth management firm that helps navigate clients through unpredictable financial waters.
We specialize in small businesses, individuals, couples, and families in transition with expertise in divorce and special needs planning.
We take the time necessary and listen to our client's concerns to assist our clients in determining their financial goals and objectives. We establish and review a plan to pursue their individualized goals while continuously monitoring and adjusting to life changes. We want to ensure our client's medical needs and concerns are addressed along with future gifting aspirations.
We accomplish this through a plan that creates buckets of assets, establishing safeguards and documentation for protecting their loved ones, regularly examining asset allocation to help maximize their need from their investments, and securing the appropriate income for their retirement and goals.
Our clients tend to have a minimum investable asset portfolio of $150,000; we are honored to assist all who want help and financial advice.
Each of our clients receives and implements a customized financial strategy tailored to their aspirations. We partner with them to provide the service they expect from their financial firm of choice. By combining their goals with our expertise, open communication, consistent monitoring, and accessibility to products, information, and technology, MJT & Associates strives to enhance and embrace all of our client/advisor relationships.