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Financial & Investment Management

With todays constantly changing financial environment it has never been more important to keep on top of what is real and how to take advantage of the market. We take everything into consideration and make our clients a partner in the decision making process.

Browse just a few of the financial services MDA Taxes provides as part of their financial and investment packages.

Business Planning for Maximum Optimization of Tax Savings

    • Tax Favored Employee Benefit Plans
    • Employee Benefit packages and group plans
    • Executive Compensation Plans
    • Key Employee Retention Plans
    • Buy/Sell Agreements

Personal Financial and Retirement Planning

    • Synch your business plan and personal financial plan so they operate in support of your overall goals
    • Evaluation of retirement plans – choosing the best plan for your unique situation
    • Help you clarify and quantify your financial goals
    • Help you develop strategies to fit each phase of your financial growth
    • Report on the progress of your financial plan

Personal Asset Protection

    • Protecting your family – life, health, disability insurance needs and evaluation
    • End of life planning and succession of assets
    • Trust consulting
    • Mutual funds and annuities