MJT & Associates Financial Advisory Group is a fee-only wealth management firm that helps clients navigate through financial waters. We specialize in small businesses, individuals, couples, and families in transition with a specialty in divorce and special needs planning. We take the time necessary and listen to our clients’ concerns. We assist our clients in determining their financial goals, creating buckets of assets to help achieve those goals, establishing protection for 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 continuously monitor and adjust to help ensure ongoing progress and growth. Our clients tend to have a minimum investable asset portfolio of $150,000, a household income of $200,000+, and overall net worth of $400,000+. Although this is the trend, we are honored to assist all those who want help and financial advice.
At MJT & Associates Financial Advisory Group, we partner with our clients to implement a customized financial strategy developed specifically to our client's aspirations. We work together to provide the service you expect from your financial firm of choice. By combining your goals with our expertise, open communication, consistent monitoring, accessibility to products, information, and technology, we strive to enhance the client/advisor relationship.