As the Principal Adviser at MVK Financial Group my clients see me as their planning partner. Together, we set financial as well as personal goals and then figure out how to make them a reality.
For example, you may want to be debt free in 10 years and build a comfortable retirement income.
We believe the foundation to a good plan starts with identifying the families �cashflow�, (incomings/outgoings) this gives us the amount of surplus we have to work with.
We also believe the foundation to wealth building is to have the family home debt free.
Together, we will touch upon many topics including; how much money you need to save, what types of accounts you need-retirement, trust, etc., debt and mortgage loans, types of appropriate insurance including long term care, term, disability, as well as estate and tax planning topics.
provide it for themselves during times of disability, critical illness or death.
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