Does your mortgage service care about your financial situation?

February 26, 2014

When we commenced Wealth Management Financial Advisors, we had only one goal: to help our clients get the best, affordable, sustainable modified mortgage payment period.

 

Even though, this philosophy will continuously be what drives WMFA. We realized, along the way, the need for personal financial planning for individuals and families who are typically overlooked by the financial service industry.

 

When you are ready to realize that you can become financially fit starting from where you are, and you need an advisor that care about your financial future, call WMFAT today.

We are redefining personal financial planning to help you become financially fit:

  • Personal Financial Fitness® A comprehensive overview of all aspects of your financial life, centered around what’s most important to you

  • Retirement Financial Fitness® A complete analysis of your financial standing as you near or enter retirement

  • Business Owner’s Financial Fitness® A thorough review of your personal finances, specifically tailored to business owners

  • Action PlanA foundational approach to financial planning for those in their 20s and 30s

     

     

     

     

     

     

     

     

     

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Ask Marie: That Could Trigger an IRS Audit?

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3701 Long Beach Blvd. Suite 100, Long Beach CA 90807

Tel: (877) 828-8877

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