We firmly believe that in order for any Comprehensive Wealth Creation, Acceleration, and Preservation Road Map Plan to truly be effective, it must include management of both assets (investments) and liabilities (debt). Only then will clients be able to maximize their true wealth building capacity and enjoy financial independence.
Let our financial advisors help you take the confusion, uncertainty, and financial anxiety out of your investment, insurance, retirement, wealth management, and special need plannings.
MCompanies, is an independent privately-owned firm that provides financial planning, investment consultations, insurance, real estate investment and development opportunities, consumer lending, and commercial lending services through business affiliates (Marwieh Advisory Services, LLC., MInsurance, MFinance & Development, LLC). Our focus is sustainably increasing our client's portfolio values without unnecessary exposure to stock market volatility, while also addressing the impact of Taxes, Inflation, Longevity, Market Volatility, and Debt. Our financial advisors are also deeply committed to helping families create a Sustainable Special Needs Plan for those families that have been touched by a special needs child.
If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."