Mutual Financial Advisors

You've worked hard and succeeded in accumulating wealth beyond what you need for basic savings purposes. Now you need to put that wealth to work, earning higher potential returns in order to achieve the things that mean a better life to you. Those goals might include a secure, rising income in retirement, a new or second home, travel, or education for your children and grandchildren. Whatever your goals, professional, personal investment management from Mutual Financial Advisors is the key.

Successful investing requires planning, careful analysis and  selection of investments, ongoing monitoring and adjusting of portfolio positions, periodic reviews of performance results, and accurate accounting and tax reporting. MFA clients realize that it's best to leave all these details to our experts. This frees their time to do the things they've worked so hard for. It also eases their minds knowing that their investments are made and maintained in a prudent, professional manner.

Under MFA's Personal Investment Management  Service, you set the goals and approve a general investment strategy and specific investment criteria then we make the day-to-day investment decisions.

As your invesment advisor, Mutual Financial Advisors will:

• Help you to develop specific, written investment objectives.
• Prepare and maintain an investment policy statement that includes an investment strategy and specifies investment selection criteria.
• Prudently select investment options based on the criteria in the investment policy statement.
• Monitor the investments on an ongoing basis, making adjustments whenever necessary.
• Report to you regularly, so you know how well your account is doing.
• Provide consolidated tax reporting documents to make filing your return simpler.
• Meet with you at least annually to review your financial situation and goals and adjust your investment policy if necessary.

Compensation

Our only compensation is a fee based on a small percentage of the value of your account. This arrangement rewards us when your account increases in value and penalizes us when it declines, so our interests are always aligned with yours. We get no compensation for doing transactions in your accounts. Traditional stock and bond commissions are eliminated. The brokerage firm custodian for your account charges a small, flat rate for all transactions. MFA does not get any share of these transaction charges.

Mutual Financial Advisors can handle many account types:

• Individual
• Joint
• Traditional IRA
• Rollover IRA
• Roth IRA
• Retirement Plans (401k, SIMPLE IRAs, SEP IRAs, etc.)
• Trust
• Gifts to Minors
• Education accounts
• TIAA/CREF Retirement Accounts

Funding Your Account

There are many ways to fund your account:

• Transfer by check or wire from your bank account
• Rollover from other IRAs
• Rollover from a 401k, 403b, or other retirement plan
• Direct transfer from a brokerage account, mutual fund account or other investment account

No minimum required.

See our disclosure brochure.

 
Contact Information

 
Additional Links:
www.finra.org