Financial Planning
Established in August of 2004, MTK Financial focuses on solutions and services for the financial problems every person experiences as they approach and live their retirement years. The process at MTK Financial starts with a foundation based on solid Estate Planning concepts commonly used but specifically engineered to each person and family. Looking at a new client’s situation and listening to their needs and goals, a plan is forged using state of the art financial tools and services.
Additionally, we have those that come to us with very specific needs we can accommodate. They include a broad array of financial planning offerings that include:
Retirement Planning
The most important part of a comfortable retirement is the worry free, automatic, monthly income needed for a comfortable lifestyle. This is vital for an enjoyable retirement. Let us provide you with options to guarantee your income needed for a worry-free retirement.
Income Planning
Knowing you have the income needed to live comfortably is vital to peace of mind and quality of life. We have the tools to provide that.
Estate Planning
In addition to the legal work provided by your attorney, there are a number of financial wealth transfer actions to consider. We have the experience and products needed for this important planning.
Annuity Plans
Professional fund management using allocations guaranteed to protect your principle from risk of loss in the market while following market growth trends. Best option for the foundation of your financial plans.
Long Term Care Plans
As the use of in-home care and facility care increases, our need for this planning is undeniable. This is a common need and we have the current tools to prepare you and your family.
Life Insurance Plans
Too often overlooked as a financial option for your portfolio, life insurance offers some of the most protective and powerful contributions to a healthy financial plan.
Medicaid Planning
Everyone knows about it. Everyone plans to get to it one day. We are here to lay the tracks and maximize your efforts. It is vital to get started so you know you are ready!
We work with and serve those in our community we can help. That said, we specialize in serving and planning for our senior community. Our safe money management practices offer guarantees on your resources that can not be found anywhere else. Our customer service accommodates those with active lifestyles as well as those that have life challenges keeping them at home.
