Our Firm
Multi-Benefits Analysis (MBA) is a full-service financial consulting firm dedicated to helping our clients build wealth and seek to protect their hard-earned assets. Our securities & advisor services are offered through LPL Financial, LLC, an independent broker dealer. Our loyalty belongs exclusively to our clients.
This independence allows us a working relationship with numerous industry-leading money managers, mutual fund companies, annuity & life insurance carriers, whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.
As professionals in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:
- When will I be able to retire?
- How much money will I need in order to retire?
- How can I get the most out of my 401(k)?
- Should I have a traditional IRA or a Roth IRA?
- How can I position my investments for higher potential returns while reducing risk?
- Do I need disability income insurance? Long-term care insurance?
- What type of life insurance is right for me?
- How can I ensure that my children receive as much as possible from my estate?
- What do I need to know about wills, trusts, and probate?
We offer financial products and services tailored to your individual needs. MBA is committed to you for the long term. For more information about our firm & the services we offer, please contact us today.