MJT & Associates Financial Advisory Group, Inc. is a fee-only 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 assist our clients in determining their financial goals and objectives. We accomplish this through creating buckets of assets, establishing safeguards and documentation for protecting 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 client's 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 $500,000+. 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.