MDA Wealth Management Services

By offering financial planning, fee-based planning, and wealth management services, we act as the architect and executor of your customized financial plan, ensuring our clients always have the highest level of personalized service.

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Investment Management

Strategic Growth Through Intentional Investing

Our approach to investment management is based on a long-term perspective knowing that markets can be volatile, but that they tend to do well over fixed periods of time. Our process goes beyond security selection by considering tax efficiency, illiquid investments, asset preservation, debt analysis, and cash flow.

We work with bonds, common stock, educational and traditional IRA's, Simple, Roth and SEP IRA's, brokerage accounts, treasury bills, government securities, treasury notes, and variable annuities.

Financial Planning

Customized Planning for Your Goals

Our advisors take a holistic approach providing a customized plan that encompasses your investments, taxes, estate, insurance needs and more. We provide financial planning services for a variety of use cases.

Our entire team works together with each client, hand in hand, always acting in their best interest, with each goal and dream firmly in mind. Our financial planning options include retirement, tax, 401(k), 403(b), college, estate, money purchasing and profit sharing plans.

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Retirement Services

Proper Planning to Drive Retirement Outcomes

We develop clear financial plans to help you gain an understanding of how your investments, Social Security, and savings can all work together. We create a retirement plan that includes pension advice, 401(k) rollover services, and social security optimization.

Our firm specializes in helping individuals develop sound retirement strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to our client's financial well being.

Risk Management

Protection against the unknowns in life
At MDA Wealth Management, we believe protecting clients against all the ‘what ifs’ in life means considering what happens if the worst, or best, comes along. A well-crafted plan highlights the possible but is flexible enough to mitigate the improbable. Our insurance services include Disability Income Insurance, Life Insurance, and Long-Term-Care Insurance.
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