Financial & Retirement Planning


Interactive Planning Approach

We evaluate your current financial situation, considering short and long-term priorities, family dynamics, and more. Our team is here to guide you through the planning process and major life events. Based on our comprehensive conversations, our teams will create a wealth management plan flexible enough to change as your life progresses. We consider:

  • Family dynamics
  • College planning
  • Income optimization
  • Current cash flow needs, projections, and future aspirations
  • Necessary insurance protection
  • Customized asset allocation
  • Causes that inspire you
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Achieving Your Vision

Planning for retirement is a key to your financial health. Our team of experts can help you determine your goals and then align them with a comprehensive strategy.

How can your team at MAI help you reach your goals? 

  • Holistic and long-term planning approach
  • Enhancing investment opportunities
  • Selecting the best options available
  • Selecting best tax-efficient strategies

We look forward to learning about your financial goals.