Mutual Trust Asset Management, Inc. is a tax, financial and estate planning firm with a fresh, new way of thinking. We are dedicated to helping you achieve financial independence by developing a comprehensive financial services relationship to help ensure your retirement plans work in concert with all pieces of your financial strategy.
It is extremely rewarding to find ways to improve the overall quality of someone's retirement plan, especially when the people we help are so appreciative.
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The first meeting is a meet and greet. Helping better understand our client's goals and objectives will better allow us to provide them with the best solutions. At our first meeting we generally request the client to bring all estate planning documents, last 3 years of income tax returns and updated investment statements to our meeting. Once we have determined what their retirement goals are, we invite them back for a second meeting to review the results of our analysis.
My team of professionals includes Certified Financial Planners, Certified Financial Analysts, Certified Public Accountants, Certified Estate Planners and Estate Planning and Elder Law Attorneys which provides our clients with the highest standards available.
We offer a complimentary retirement consultation and will provide specific details as to what the costs are for our services at the time of our meeting.
Our roots go back nearly 45 years with Taurinskas Law Firm. We have expanded our services and now have tax, financial and estate planning services all under one roof.
We work primarily with individuals and small businesses owners.
A retired gentleman just asked us to help him with his retirement planning and he initially thought it would cost him dearly when in fact we were able to find him ways to do better with less risk AND save him money.
Make sure you understand the facts. Many people have been receiving advice from people who are not qualified to give certain advice and it can be costly. You will always get the proper advice from the proper professional when working with us.
Make sure the companies they are talking to are working in their best interest. For example, if they are seeking investment advice, they should ask if the companies representatives are fiduciaries or not. Fiduciaries have a legal duty to work in the best interest of their client at all times. Product salespeople or suitability advisors simply do not.