No needs are more important than your own. At MDM Wealth Management, our client commitment is the same today as it has always been - since our founding, we’ve made your needs, your goals, our own.
Depending on your financial needs and personal preferences, as well as the fees and costs associated with those services, you may opt to engage in a brokerage relationship, an advisory relationship or a combination of both. Each time you open an account, we will make recommendations on which type of relationship is in your best interest based on the information you provide when you complete or update your client profile.
If you choose to engage in an advisory relationship with our team, we can align your plan to whatever is important to you—your family, home, children’s education, job and more. Understanding your finances is one part of the financial planning process. Understanding you is the most crucial. In an advisory relationship, we take into consideration all of the aspects of your life to help you effectively plan to meet current needs while staying focused on your future objectives.
Our advisory process has many steps, but its foundation is simple:
- A strong relationship between us, built on mutual understanding and agreement
- A comprehensive approach that uses in-depth analysis of each area of your life to tailor a plan to your needs
- An implementation strategy to ensure that your needs and wishes are carried out with the sufficient and appropriate actions and investment vehicles
- Ongoing plan monitoring and review to ensure that your plan continues to meet those needs and to make any necessary adjustments
