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Wealth Management Services

Financial Planning

A goal without a plan is just a dream. Committing to a plan is hard work, especially while balancing the demands of daily life. We work with you to structure a plan as dynamic as you. Periodic reviews are vital to assessing whether you’re on target to reach your goals and whether your investments are performing as expected. With CFP® certified professionals and other highly accredited team members on staff, we have the experience and fortitude to guide and empower you to make informed financial decisions dictated by your plan.

Retirement Planning

Knowing the answer to the question “when can I retire?” isn’t as easy as it sounds, but with the help of MCF, it becomes a little more clear. Through our dynamic cash flow planning, we help you plan your retirement date that provides you with a level of comfort through stress testing and reviewing various scenario analyses. We help make the transition to retirement a stress free and enjoyable event by removing some of the guesswork from the situation.

Estate Planning

MCF recognizes the accumulation of wealth and oversight of that wealth is extremely important to you. We also recognize many people appreciate the peace of mind knowing their money will remain in the family or transfer to charitable organizations upon their death. MCF works with your attorney to keep your estate planning documents updated and to ensure your assets are titled correctly so your plan operates as intended.


MCF offers corporate trustee solutions for clients whose financial, family or business needs require the services of a professional fiduciary. We work with estate planning professionals on a local level to provide the consistent, personal trusted services needed by our clients.

Business Planning

MCF understands business owners face unique challenges. We know your biggest priority is moving the wealth you’ve built inside your business to your personal portfolio. We assist you in succession planning to help make the transition as smooth as possible for you and your company. We also offer detailed business valuations so you can thoughtfully plan your liquidity event.

Tax Preparation

Today’s environment makes it an ongoing challenge to stay on top of tax laws and regulations. We are here to do the hard work for you. By offering tax advice and preparation services, our team is deeply engaged in your tax planning and equipped to help you make the best decisions possible.


Risk management is an integral part of planning, and we review and analyze your insurance needs within the context of your financial plan. Our team of experienced and qualified professionals, including a former registered nurse, advocate on your behalf to ensure your family receives only the coverage they need, at the most reasonable cost to you.

Caregiver & Eldercare Planning

Taking care of a loved one can be a difficult and challenging time. MCF stands ready to help caregivers by offering specific, proactive caretaking planning and risk analysis for you. We are able to meet your specific needs when the time comes to transition your finances or assume responsibility for another’s.

Personal CFO

Keeping tabs on your personal cash flow on a regular basis can be time consuming and tedious. MCF can serve as your Personal CFO to organize your finances. From cash flow analysis and regular financial summary reports, to general bookkeeping, we design a package to fit your individual needs.