Our Retirement Planning services refer to financial strategies of saving, investments, and ultimately distributing money meant to sustain oneself during retirement.
Our College Savings Plans allow individuals to contribute to an account to pay a beneficiary’s education expenses, such as tuition, fees, books, supplies, and room and board.
College Saving Planning
Our Employee Benefit services provide employer sponsored and voluntary benefits to public, private, not-or-profit, and faith based organizations.
Our Wealth Management services provide investment management, in combination with a full range of other financial services, to provide a holistic solution for the wealth needs of our clients.
Our wealth Management services provide investment management or advisory services, in combination with a full range of other financial services, to provide a holistic solution for the wealth needs of affluent to high-net-worth clients.
Our Financial Planning services involve looking at a client's entire financial picture and advising them on how to achieve their short- and long-term financial goals.
If You Fail to Plan, Plan to Fail
ABOUT OUR SERVICE
Our team of seasoned professionals and strategic partners are committed to providing the best in class service to our clients. We have serviced with pride hundreds of clients across the country in the planning of their final futures!
For more than 19 years, Mahari has worked in a variety of investment management and public finance roles. Mahari hold Series 7 (Registered Representative/Stock Broker) and Series 66 (Investment Advisor Representative) Licenses. Prior to working in finance, Mahari worked as a congressional aide and special projects coordinator to two United States Congressmen and served his country for 8 years in the United States Army National Guard.
As a Financial Advisor, Mahari draws heavily on his investment management and financial planning experience. He takes a strategic and analytical approach to understand his clients' goals and concerns, and then customizes his recomm endato best fit each client's needs.
Mahari is passionate about helping people develop better personal finance habits and protecting the financial interest. He has also been a contributing writer on financial topics for many local and national publications.
Mahari is an avid reader and travel enthusiast. He enjoys serving his community through volunteerism and no cost financial literacy workshops. The most important things in his life are his faith, family, and serving others.
Yes, I Want My No-Cost Financial Planning Meeting!
ANSWERS TO YOUR IMPORTANT QUESTIONS!
During the 30 minute zoom session you’ll be able to ask and receive answers to your most pressing financial questions from our expert financial planner and investment advisor, Mahari A. McTier.
The advice given can take many forms and will be customized to your specific needs and goals. The more information you’re able to provide, the better we can custom-tailor the answers to your questions.
EXAMPLES OF QUESTIONS WE ARE OFTEN ASKED
How do I best invest my savings?
Am I saving enough to meet my goals?
How do I rollover my IRA when changing jobs?
Do I need long-term care insurance?
Do I need estate planning?
How do I invest an inheritance?
Should I refinance my home?
Will I have enough money at retirement?
How much life insurance do I need?
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