MJT & Associates Financial Advisory Group, Inc.

MJT & Associates Financial Advisory Group, Inc. is a fee-only, fiduciary wealth management firm that helps navigate clients through unpredictable financial waters.

Our firm services and supports clients with differing perspectives and values. We embrace those goals and values to accomplish their needs based on their terms, not ours. Our advisors work to establish and review their financial plan, which will help them establish a baseline to pursue their individualized goals while we continuously monitor and adjust to life changes.

Our financial advisors collaborate with small business owners, retirees and pre-retirees, and families in transition with expertise in divorce and special needs planning. We earn the trusted advisor title of our clients by guiding them through their wealth management, tax planning, financial planning, investment management, retirement planning, and estate planning. We want to ensure we have all areas covered - from medical needs and concerns to future gifting aspirations - to be sure our comprehensive planning meets their needs now and in the future.

We take the time necessary and listen to our client's concerns to assist our clients in determining their financial goals and objectives.  We establish and review a plan to pursue their individualized goals while continuously monitoring and adjusting to life changes.  We want to ensure our client's medical needs and concerns are addressed along with future gifting aspirations.

We accomplish this through a plan that creates buckets of assets, establishing safeguards and documentation for protecting their loved ones, regularly examining asset allocation to help maximize their need from their investments, and securing the appropriate income for their retirement and goals.