评论 13
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D
7 几个月前

👍 M Financial Planning Services exceeded my expect...

👍 M Financial Planning Services exceeded my expectations! Their financial advisors are experts in their field and provided me with top-notch guidance tailored to my specific needs. They made the complex world of finance easy to understand and helped me create a solid financial plan for the future. I am grateful for their assistance and highly recommend their services to anyone in need.

R
9 几个月前

I am very happy with the services provided by M Fi...

I am very happy with the services provided by M Financial Planning Services. They have helped me manage my finances effectively and achieve my financial goals. The team is knowledgeable, responsive, and always ready to assist. I highly recommend their services.

T
9 几个月前

I have been a customer of M Financial Planning Ser...

I have been a customer of M Financial Planning Services for a while now, and I am extremely satisfied with their services. The team is professional, responsive, and always ready to assist me with my financial planning needs. They have helped me make informed decisions and achieve my financial goals. I highly recommend their services to others.

B
9 几个月前

I have been a customer of M Financial Planning Ser...

I have been a customer of M Financial Planning Services for over two years now. I must say, their services are truly outstanding. The advice and guidance they provide have helped me make informed financial decisions and achieve my goals. The team is highly knowledgeable and professional, always ready to go the extra mile to ensure customer satisfaction. I highly recommend M Financial Planning Services to anyone in need of expert financial advice.

D
11 几个月前

😃 M Financial Planning Services is simply amazing!...

😃 M Financial Planning Services is simply amazing! Their financial advisors are highly knowledgeable, and their services exceeded my expectations. They helped me understand complex financial concepts and provided personalized guidance. I am truly satisfied with their services and would highly recommend them.

S
11 几个月前

I have been a customer of M Financial Planning Ser...

I have been a customer of M Financial Planning Services for a while now, and I can confidently say they are the best in the industry. Their financial advisors are highly experienced and have helped me make informed financial decisions. They provide personalized advice and go above and beyond to ensure customer satisfaction. I highly recommend their services.

L
1年以前

I recently sought financial planning help and had ...

I recently sought financial planning help and had a great experience. The advisors provided me with valuable guidance, helping me to plan my finances effectively. They were professional and responsive, addressing all my queries and concerns. I would recommend their services to others.

M
1年以前

M Financial Planning Services has been instrumenta...

M Financial Planning Services has been instrumental in helping me manage my finances effectively. The team is highly knowledgeable and provides personalized guidance based on individual needs. They have helped me make informed financial decisions and achieve my financial goals. I would highly recommend their services to anyone in need.

J
1年以前

🥳 M Financial Planning Services has been instrumen...

🥳 M Financial Planning Services has been instrumental in helping me plan for my future. The team of experts provided valuable guidance and personalized solutions to meet my financial goals. They are highly professional and responsive, always going above and beyond to ensure client satisfaction. I am grateful for their services and would highly recommend them.

J
1年以前

I recently used the services of M Financial Planni...

I recently used the services of M Financial Planning Services, and I must say, they exceeded my expectations. The team was highly knowledgeable and provided me with valuable financial advice. They helped me create a comprehensive financial plan tailored to my needs. I am impressed with their professionalism and would recommend their services.

P
1年以前

I recently sought financial advice and M Financial...

I recently sought financial advice and M Financial Planning Services provided me with exceptional service. The team was professional, knowledgeable, and addressed all my concerns effectively. They helped me understand complex financial concepts and create a solid plan for my future. I am grateful for their assistance and highly recommend their services.

B
1年以前

I recently utilized the services of a financial pl...

I recently utilized the services of a financial planning company and had a great experience. They provided me with valuable advice and guidance, helping me to plan my finances effectively. The team was professional and responsive, addressing all my queries and concerns promptly. I would definitely recommend their services to others.

关于M financial planning services

M 财务规划服务:您实现财务自由的合作伙伴

M Financial Planning Services 是一家提供全方位服务的财务规划公司,总部位于新泽西州马尔顿。我们拥有一支经验丰富、知识渊博的财务顾问团队,致力于为南泽西和费城郊区的客户提供全面的收费财务规划、财富管理和退休策略。

在 M Financial Planning Services,我们了解每个人都有独特的财务目标和需求。这就是为什么我们对每个客户的情况采取个性化的方法。我们与客户密切合作,了解他们当前的财务状况,确定他们的长期目标,并制定符合他们目标的定制战略。

我们的服务包括投资管理、退休规划、遗产规划、税务规划、风险管理(保险)、教育资助(529 计划)、慈善捐赠策略(捐助者建议基金)、为小企业主或想要出售或转让其公司的所有权。

投资管理

我们的投资理念基于多元化和资产配置的原则。我们相信,通过将您的投资分散到股票、债券、房地产商品等不同的资产类别,您可以降低整体风险,同时随着时间的推移获得最大回报。

退休规划

我们通过制定定制策略来帮助我们的客户规划退休,这些策略考虑了年龄收入支出生活方式通货膨胀率预期投资回报率等因素。我们的目标是帮助我们的客户在退休期间实现他们想要的生活方式而不会耗尽钱太快了。

遗产规划

我们协助我们的客户制定遗产计划,确保他们的资产在他们去世后根据他们的意愿进行分配,同时最大限度地减少税收、法律费用、遗嘱认证费用等。我们还帮助他们为人寿保险单 IRAs 401(k)s 等选择合适的受益人., 这样他们就可以避免意想不到的后果,例如剥夺亲人的继承权或使资产不受债权人诉讼离婚破产等的保护。

税务筹划

我们与客户的税务顾问密切合作,制定节税策略,最大限度地减少他们的纳税义务,同时最大限度地提高他们的税后回报。我们帮助他们利用抵扣额度豁免等,避免常见错误,例如未能预扣足够的税款或没有利用延税退休账户。

风险管理(保险)

我们通过推荐合适的保单,如人寿保险、伤残保险、长期护理保险、健康保险、房主保险、汽车保险、伞式责任保险等,帮助我们的客户保护自己和家人免受意外事件的影响,例如死亡、残疾、疾病、事故、自然灾害等。

教育经费(529计划)

我们通过推荐合适的大学储蓄计划(例如 529 计划 Coverdell Education Savings Accounts UTMA/UGMA accounts 等)来帮助我们的客户为他们的孩子的教育储蓄。我们还帮助他们了解每个选项的优缺点,以便他们做出明智的决定为孩子的未来投资。

慈善捐赠策略(捐助者建议基金)

我们通过推荐适当的慈善捐赠策略帮助我们的客户实现他们的慈善目标,例如捐助者建议基金慈善剩余信托慈善牵头信托私人基金会等。我们还帮助他们了解与每个选项相关的税收优惠,以便他们可以最大限度地发挥他们的影响捐款的同时尽量减少税收。

企业继任计划

对于想要出售或转让公司所有权的小企业主或企业家,我们提供定制的解决方案,其中考虑了估值、税收、法律结构、继任计划、遗产规划、风险管理、员工保留激励等因素。我们的目标是帮助他们实现平稳过渡,同时最大化其业务资产的价值。

在 M Financial Planning Services,我们致力于提供卓越的服务和建议,帮助我们的客户实现财务自由和安心。立即联系我们进行免费咨询!

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M financial planning services

M financial planning services

4.4