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Why you should consider refinancing regardless of rates
Periodically examining your existing mortgage and potential mortgage options is a smart move.
MutualFinancial Investment Services' professional guidance helps you quickly navigate the different investment products so you can make sound financial decisions.
MutualWealth Management Group is our premiere asset management and trust services solution provider for high net-worth clients.
How do you picture your retirement?
There are so many factors to consider when calculating how much money you'll need to retire. The first step? Schedule your free, no obligation retirement planning consultation with us.
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Personalized Planning. Personable Professionals.
No matter what stage of life you are at, the retirement planning experts at MutualFinancial Investment Services will help you work on a personalized strategy that adjusts to your devleloping retirement needs and goals.
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It's never too early to plan and save.
This stage typically begins when you start working and continues till the day you retire. The thumb rule is to set aside at least 10% of your pre-tax annual income. Even if you already have a plan in place, the question to ask yourself is whether you are maximizing your retirement savings.
Get your ducks in a row.
This stage begins approximately 15 years before you retire, or at age 50. These are the final years of your retirement savings and the time to make sure your investments and financial goals are properly lined up.
What's working? What's not?
This stage usually begins from the day you retire till you are around 70 years old. Now that you have begun to utilize your savings, it’s time to assess how well your retirement plan is working for you and what adjustments may need to be made.
Enjoy your freedom!
This phase lasts till you are in good health, able to make decisions and care for yourself. It is also the time to prepare for a future where a loved one or relative might have to manage affairs including your finances for you.
Lean on others.
This is when health or age-related frailties will cause you to lean heavily on a family member, and hopefully your retirement plan has everything in place.
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Investments & Retirement Frequently Asked Questions
What types of investment products does MutualFinancial Investment Services offer?
Can I combine all of my investment accounts into one statement?
How are MutualFinancial Investment Services’ representatives compensated?
All of our representatives are paid in a salary plus commission structure. They receive a regular salary, so there is no pressure for them to make a sale. They are rewarded through commission if a client decides to make a purchase, but they only make a sale if it’s in the customer's best interest.
Do you provide online access to my investment account? If so, what can I do online in regards to my account?
Yes; From the online portal, you can view your account, see recent transactions, download statements, and access your 1099 form. Depending on which fund you have set up, you may be able to relocate funds, but we do not advise people to do this on their own and to contact their advisor to do so.
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