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Financial Planning

Financial planning is at the core of what we do at MC Capital Management. As CERTIFIED FINANCIAL PLANNNER™ professionals, our advisors provide you with a full financial plan, with objective advice and recommendations at every step. There are six key areas of financial planning.

Foundations

  • A written budget, cash flow analysis, and balance sheet analysis can lay the foundation for a strong financial plan

Protection Planning

  • From life insurance to disability insurance and long-term care - we can help you figure out how much coverage you need for your specific situation

Investments

  • Make sure your portfolio is properly allocated, managed, and rebalanced, with investments that make sense for your risk tolerance, time horizon, and objective

Retirement planning

  • We can help you save for retirement, and when the time comes, ensure you spend in retirement in the most efficient way

Tax Planning

  • Tax-managed investment strategies, the use of tax-deferred or after-tax accounts, and tax efficient withdrawals in retirement are all a piece of a successful financial plan

Estate Planning

  • Having the proper estate planning documents in order – from wills and trusts to Powers of Attorney, and even the properly designated beneficiaries – can help transfer your estate to your heirs efficiently and avoid the headaches and expense of the probate process

Ready To Build A Custom Financial Plan? Get started here

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