Financial Planning

We offer you comprehensive financial plans by providing the following services:

Tax Planning and Cash Flow Management

  • Tax Planning
  • Identificacation of tax strategies
  • Cash Flow Analysis

Investment Planning

  • Appropriate levels of liquid assets
  • Current Returns on Investments
  • Asset Allocation and diversification

Estate Planning

  • Identifying client's objectives
  • Reviewing of wills
  • General estate planning structures
  • Considerations for fiduciaries
  • Estate tax projections
  • Planning recommendations
  • Proper titling of investments

Education Funding

  • Projection of future education needs
  • Section 529 Plans
  • Educational IRA's

Retirement Plans

  • Individual Retirement accounts (IRA's)
  • Simplified Employee Plans (SEPS)
  • 401 (k) Plans
  • Individual K (Indy K)
  • Simple Retirement Plans
  • Pension Plans
  • Profit Sharing Plans

Retirement Planning

  • Project future retirement needs
  • Establish retirement goals and objectives
  • Development of a funding strategy
  • Risk Management
  • Analyze income during disability
  • Review of business and general liability insurance

Contact M Insurance Services today at 302-732-6655 to speak with an insurance specialist or browse our website for more information on the products we offer.