Wealth Management

Wealth management is an advisory discipline that incorporates a number of aggregated financial services including financial planning, risk and investment management.

MJB advisors will help you design and implement strategies that will continue to meet your needs as they develop.

We specialize in helping physicians and dentists protect their income and assets from life's critical financial risks.

 

Success depends upon previous preparation, and without such preparation there is sure to be failure.  - Confucius 

 

 Wealth Management will help you:

 • Determine and prioritize your financial concerns and goals  

• Manage your cash flow and debt

• Reduce your tax burden.

• Implement suitable insurance protection.

• Manage investments and savings.

• Adjust to changes in your personal and professional life.

 

 The Process

 Initial Consultation

•Determine your planning objectives.

• Discuss fee schedule.

• Provide list of documents needed  for review.

 Data Gathering Appointment

• Review and record your financial data.

•Identify and prioritize your concerns and goals

 Diagnosis

• MJB will analyze the data and prepare a personal proposal.

 Prescription and Treatment

•Review your proposal.

•Discuss various financial strategies.

• Implement the plan.

 Periodic Assessment

• Monitor your plan results and make necessary adjustments.