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Planning and Investing for Individuals and Families
Our advisors have been committed to building and preserving the wealth of individuals and families since 1992. “Your Interest First” is our philosophy and long-term success is our highest priority. First we listen. When we understand our client’s objectives, we design an all encompassing, customized, financial plan. From that plan, we then build an investment portfolio. In designing a portfolio we consider financial assets, cash flow needs, and any and all unique situations. We understand the difference between our clients who are building wealth and those living from the wealth they have built. Family dynamics can be unique and need navigation. Children must be educated about wealth. We develop strategies that outlast unfavorable, short-term cycles and enjoy success in favorable cycles instead. Once implemented, our clients’ financial plan and portfolio are monitored, revised and rebalanced regularly. This process helps to ensure that all goals and objectives can be met in accordance with the plan. Communication is critical. We always want our clients to understand every decision we make on their behalf. Working directly with other fee-only professionals, such as CPAs and estate attorneys, MMHP fully integrates every limb of the client’s financial tree.