Our meetings are designed for people over 50 with a minimum of $100,000 of investable assets, not including your home or real estate. If you do not yet have our minimum, please keep us in mind as your assets continue to grow.
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There is No Charge or Obligation and You will Learn How to Help Your Money Last as Long as You do.
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Our meetings are designed for people over 50 with a minimum of $100,000 of investable assets, not including your home or real estate. If you do not yet have our minimum, please keep us in mind as your assets continue to grow.
WHAT
WE DO
FOR YOU
YOU DESERVE THE BEST RETIREMENT POSSIBLE. LET US BE YOUR GUIDE ALONG THE PATH TO
FINANCIAL PEACE OF MIND.
Our Independent Advice and Planning is Centered Around You and Your Unique Needs:
Independent advice from a firm that has focused on planning for over 25 years.
Analysis of income needs now and in the future with “holistic” recommendations (i.e. intended to address all aspects of the particular client’s financial circumstances).
Continual development and implementation of financial plan to fund income needs and help maintain designated standard of living.
Review of overall client financial picture including real estate, insurance, business, estate issues, budgets, and long-term care needs from a fiduciary perspective.
Recommendations regarding distribution strategies for employer retirement plans & IRAs. Analysis of the beneficiaries of IRAs. Review the benefits and detriments of converting to a Roth IRA.
Our Commitment to Education & Special Events Revolve Around Your Unique Needs:
Educational events by industry professionals on topics like: Income tax planning, estate planning, social security planning, identity theft, travel and long term care.
Our annual Client Appreciation events are our way of saying “Thank You”. These events are held at great local entertainment spots! (Mesquite Rodeo, Flight Museum, Southfork Ranch, Texas Motor Speedway, Phoenix Science Center, Aquarium of the Pacific (LA), National Cowboy Museum (OKC), Ft. Worth Zoo, to name a few from the past).
You are now leaving the Money Matters with Ken Moraif ("MMWKM") website. MMWKM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, accessed through the link provided, and takes no responsibility for the same. All such information is provided solely for convenience, educational, and informational purposes only.