MWWR Financial Services
Financial Advisors

The Financial Services We Offer

Our Approach to Investment Solutions:

MWWR Financial Services subscribes to an asset allocation discipline to individually tailor your diversification to your age and risk tolerance. According to a well respected study, over 90% of the return in a portfolio has to do with its allocation. Stock/fund selection, timing and other variables account for less than 10%.

  • Managing investment and mutual fund statements from various sources can be a very difficult and tedious task. We have the ability to consolidate these for you and provide organized statements and reporting.
  • We use state-of-the-art analytic tools to evaluate your portfolio and to make recommendations regarding your portfolio. We also use these tools to capture the most recent data on your portfolio so that we can keep up-to-date information on the performance and size of your accounts.
  • Our portfolio modeling allows us to compare the results of your portfolio to the results of an appropriate benchmark for you to determine whether you are getting the most from your investment.

The Retirement Plan Solutions We Offer:

A financially secure retirement is the result of good planning. We can serve as the coordinator of your financial team, which consists of professionals such as CPAs, attorneys, insurance agents, trust officers. We work closely with you to be sure that your retirement goals are met. Planning is a process, not a single event.

QUALIFIED RETIREMENT PLANS

  • 401(k) Plans
  • Profit Sharing Plans
  • Money Purchase Pensions
  • 403(b) Plans

INDIVIDUAL RETIREMENT ACCOUNTS

  • Traditional
  • Roth
  • SIMPLE IRAs
  • Simplified Employee Pension Plans
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