More than Money

Gene and Alyssa answer buckets o’ questions: How secure is Social Security? He and his son are beneficiaries of a pension plan.  What are their options? Should one of his children use MtM Financial as their financial advisor? Her top priority is getting her home and property to her son.  What steps should she take?  Lots more . . . Free Second Opinion Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retirement Meet with our Social Security partner to plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor?  Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.