A RIA is obligated and legally required to have the highest standards when providing financial
advisory services to individuals and families. Yes, MFL is a Registered Investment Advisory firm.
MFL is a fee only company and compensation only comes from the client. The fee structure is based on the type of service wanted and the complexity of the work needed.
At MFL I do not want you to have any doubt or concern about a recommendation, a product, or service. You can be fully confident that everything is done with your best interest in mind without any thought to an ulterior motive.
The ideal client is a person, couple, or family who wants to get their finances and life in sync and you want to work with someone to get that accomplished. At MFL your willingness to work collaboratively is more important than where you are in your personal and financial life or your investable assets.
Of course I do! We are in a virtual age and we are not limited by geography or time. For some people a virtual meeting is more accommodating and convenient even when living just a few miles away.
Yes, I am available for seminars, presentations, and speaking engagements. No setting is too large or to small.