Everything Started in 2012
At MB, Levis, each of our clients is unique. What do they share? An appreciation for authoritative, unbiased advice across virtually every aspect of their financial lives.
Why They Reach Out
Individuals and families come to MB, Levis through many different avenues. Many turn to us for guidance in times of transition, such as:
- Preparation for retirement
- The sale of a business
- A death/transfer of wealth
As they navigate important decisions around such life events, clients have sought us out as an experienced and trustworthy partner. Our growth is achieved through referrals of existing clients.
Investment Management
- Develop a portfolio that is consistent with stated objectives and time horizon
- Review allocation and strategy
- Rebalance portfolio appropriately
Tax Planning/ Review
- Review Tax Returns
- Review Estimated Payments
- Tax Projections
Retirement Planning
- 401(k) Review
- Plan Rollovers
- Retirement Income Analysis
Estate Planning
- Wills, Trusts
- Asset Titling
- Gifting Strategies
Insurance Planning
- Review overall insurance needs
- Review current policies & Beneficiary designations
- Coordinate implementation with insurance professional
Education Funding
- Educational Savings Plans
- 529 Plans
- Educational Funding Schedules
DISCOVER
The first step in our relationship with clients is to learn everything possible about your financial situation and investment objectives. We discuss your comfort level with risk and the timeframe in which you wish to achieve your goals. And we explain:
- What we do
- How we’re compensated
- What our respective responsibilities will be
DESIGN
We then analyze the information you’ve given us and develop a plan that we believe gives you the best opportunity to successfully reach your investment goals. We then meet with you in order to:
- Explain our recommendations
- Listen to your feedback
- Explain potential adjustments due to changing conditions
IMPLEMENT
Once an investment management client signs off on our recommendations, implementation begins. MB, Levis implements certain recommendations, and when appropriate, outside partners do so.
MAINTAIN
With our recommendations implemented, we transition into continual monitoring of your portfolio’s progress. We maintain the flexibility to make adjustments as needed, based on factors such as:
- Changes in your personal situation
- Market and economic trends
- Performance of particular holdings
MB, Levis & Associates, LLC welcomes clients with high expectations. With a seasoned, experienced team, and a comprehensive wealth management approach and a client-centered business model, we believe we're uniquely suited to help you succeed.
We recognize that no one's life is one-dimensional. To achieve true success, it's critical to address a full range of needs and goals, including:
- Planning for long-term objectives
- Investing wisely
- Minimizing taxes
- Using insurance appropriately
- Effectively and efficiently transferring assets
Not all advisors are alike. At MB, Levis, we are committed to providing customized service in a conflict-free environment. As a fee-only advisor, we're paid only by clients—we represent their interests alone, and we never have a vested interest in recommending any investment or product.
What's more, as an independent firm, we don't face the kinds of bottom-line pressures that can lead to a "profits before people" culture. Our sole agenda is to help each and every one of our clients succeed in meeting their unique goals.
The MB, Levis team boasts decades of experience helping clients meet a wide range of financial goals. We take pride in marshaling our experience for a single purpose: To help you succeed.
Meet Our Team of Friendly Professionals
Bruce Levis
Jason Henninger
Leslie Childs
Donald Sledz
Certified Financial Planner™
Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
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