With your goals established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Wealth Accumulation

• • Fee-Based Accounts        
  • Taxable vs. Tax-Free Investing
  • Treasury
  • Municipal Bonds
  • Stocks, Corporate Bonds & REITS 
  • MLCD (Market-LinkedCD)
  • Mutual Funds/EFTs
  • 529/College Funding
  • Fixed & Variable Annuities  

Retirement & Pension Planning                              

• • 401k’s & 403b’s
  • Direct Rollovers of 401k, 403b plans
  • IRAs, Roth IRAs & Simples 
  • Profit Sharing, SEPs 

Risk management (Insurance)

A fundamental part of financial planning involves risk management. We review our clients’ existing life, disability and long-term care insurance policies in mind to assess for adequacy and cost-effectiveness; then we make recommendations in areas of deficiencies.

• • Estimating your life insurance needs
  • Protecting your loved ones with Life Insurance
  • Life insurance recommendations
  • Creating an estate plan with life insurance
  • Long-term careoptions
  • Disability Insurance

Call us at (914-220-5497) or email info@mfundservice.com for a free consulatation.