Broker Check

Your People Are Your Business

Your People Are Your Business

Cortisol is a killer... Most Americans aren't saving enough money.  If they're not living paycheck to paycheck it's a pretty close call.  When it comes to financial stress, the biggest risk factors include unmanaged debt and lack of liquidity (savings.)  MONEY IS THE NUMBER ONE SOURCE OF STRESS IN THIS COUNTRY!  Stressed out employees are less productive, suffer more health problems and tend to die earlier. 

At MFT we focus on the individual employee.  Our priority is understanding  goals and objectives so that we can design simple, easy to follow financial routines to Improve Financial Health Every Single Day.

Financial Planning should be the focus of any well designed benefit package.  At the core of a solid financial plan is a combination of protection and savings.  When working in a corporate environment we use the same strategy and process as in individual planning.

  • Money Mirror
  • Goals and Objectives
  • Protection Analysis
  • Cash Flow & Debt Management
  • Investment Advisory
  • Implementation of Plan
  • Regular Check-ins & Reviews

Too often our industry considers individual consultations to be ancillary benefits to other offerings such as the qualified plan and group insurance contracts.  We put the individual plan at the front of our benefit offerings.  In addition to individual planning work we offer fee based services for both retirement plans and health care coverage.  Individual and group insurance contracts for life and disability insurance provide compensation on a case by case basis.

Group Benefits

  • Medi-Share Plans
  • Self Insurance Strategies
  • Health Insurance
  • Life Insurance
  • Disability Insurance
  • Supplemental Benefits

Retirement Benefits

  • 401(k) Plans
  • Solo(K) Plans
  • SEP IRAs

Owner & Executive Compensation

  • Buy Sell Agreement Strategy & Funding
  • Executive and Officer Compensation 
  • Retention Strategies (Golden Handcuffs)
  • Supplemental Insurance Programs