MJT & Associates, LLC Financial Advisory Group is a fee-only wealth management firm that helps navigate clients through the unpredictable financial waters. We specialize in small businesses, individuals, couples, and families in transition with a specialty in divorce and special needs planning.
We assist our clients in determining what their financial goals and objectives are by creating buckets of assets to help achieve goals and objectives, establishing safeguards and documentation for protection of their loved ones, regularly examining asset allocation to help maximize the growth of their assets, and securing the appropriate distributions for their retirement income. We take the time necessary and listen to our clients' concerns. We establish and review a plan to pursue individualized goals, and continuously monitor and adjust to help ensure ongoing progress and growth.
We're looking forward to getting to know you as well.
Mitchell works closely with clients to address their financial concerns and help them achieve their financial goals, and he regularly reviews investment selections for their continued suitability. He also collaborates with tax advisors, attorneys, estate planners, and other financial professionals to help ensure that all of his clients’ financial needs are met.
It can be a difficult journey to go alone – endless investment options, competing strategies, confusing tax codes, and complicated legal considerations are among the many obstacles that can derail a plan. But with MJT to guide you, you’ll travel confidently down a path towards your financial success.
4400 Shoreliine Drive, Suite B | Spring Park, MN 55384
750 Boone Ave N, Suite 101 | Golden Valley, MN 55427