Our   Services

Financial Planning | Investment Management
Retirement Planning | Estate Planning

Independent RIA

Comprehensive Planning

Achieving your life goals is too important to leave to chance. At MB, Levis, our comprehensive planning approach helps you clarify your goals and provides you with a step-by-step process to turn them into reality.

Retirement

It's more important than ever to have a retirement plan that instills confidence. We custom-design both retirement savings plans and investment strategies aimed at ensuring your retirement is comfortable and worry-free.

And we walk with you throughout the entire journey, making sure your plans and your portfolio remain on track. We provide detailed retirement income projections beginning five years from your anticipated retirement date. And once you're retired, we review your assets and income needs regularly.

Education Funding

The rise in college costs is enough to give any parent or grandparent pause. But with advance planning, you can be ready.

MB, Levis provides clients with the most-accurate possible projection of education costs. Then we give you a path to meet those costs, including a funding schedule, investment recommendations, and investment performance monitoring.

Insurance

Insurance is necessary but complex, and having an objective assessment of your needs can be reassuring. We assess our clients' true needs and evaluate their current coverage.

When needed, we refer clients to respected independent insurance brokers (we do not sell insurance). And of course, we coordinate financial planning with your insurance professional whenever it's appropriate.

Income Tax

Managing taxes to the greatest extent possible is a critical factor in your financial success. At MB, Levis, we integrate tax planning into our financial plans and investment recommendations.

And we offer a range of services including calculating and reminding clients of quarterly estimated tax payments, and reviewing tax withholding annually. And with your approval, we communicate and coordinate with your tax professional.

Let's begin.

Investment Management

Investment management is the cornerstone of your financial plans. At MB, Levis, we custom-build investment portfolios based on the specific and unique needs and goals of each client.

A Disciplined Approach

Our investment approach is meticulous. At its core is a thorough understanding of the power of asset allocation: Properly balancing investments has been shown to account for more than 90% of a portfolio's total return.

And once we create an investment portfolio—carefully based on your goals, risk tolerance and time horizon—we regularly revisit, reallocate and rebalance in order to keep you on track toward success.

Investments of Choice

We believe that certain categories of investments provide the best opportunity to balance risk and reward. We favor:

  • High-quality municipal and taxable fixed income
  • Large-cap, global, dividend paying companies
  • No-load mutual funds that provide access to top investment managers

Sweating the Details

Before any stock or bond is added to a client's portfolio, we subject it to a rigorous screening process. And we only work with mutual fund providers we've handpicked and thoroughly researched—including thorough in-person interviews when possible. Not all advisors go the extra mile when it comes to investing on their clients' behalf. At MB, Levis, we believe our clients deserve nothing less.

Let's begin.

Retirement Planning

It's more important than ever to have a retirement plan that instills confidence. We custom-design both retirement savings plans and investment strategies aimed at ensuring your retirement is comfortable and worry-free.

And we walk with you throughout the entire journey, making sure your plans and your portfolio remain on track. We provide detailed retirement income projections beginning five years from your anticipated retirement date. And once you're retired, we review your assets and income needs regularly.

What is a retirement plan?

It is a plan that helps you prepare yourself for retirement. Did you know that most adults must decrease their lifestyle when they retire because they cannot afford to maintain their current lifestyle? If they had planned better they would be able to maintain the same or better lifestyle than they were used to prior to retiring.

Why do I need a retirement plan?

The earlier you plan for retirement, the better prepared you will be. You worked hard your entire life, and we want you to be able to sit back and enjoy your retirement. By allowing us to help, we will assist you as you strive to fulfill your hopes and dreams for retirement.

Saving enough in order to live comfortably in your retirement should be the goal of every individual. With rising costs that are unpredictable, it has become quite difficult to determine how much money will be needed and social security alone cannot adequately meet all your retirement income needs. Let us help you to develop a retirement strategy and saving plan. If you already have a plan in place, we can review your plan and make adjustments to ensure that your current investments and allocation keep you on track to meet your financial needs during your retirement.

We offer:

  • Retirement Plan Rollovers
  • Traditional IRA
  • Roth IRA

Social Security Maximization

For those who are already retired or approaching retirement, deciding when to start receiving your social security benefits may seem obvious but there are factors that can affect the amount of benefits you end up receiving. We can help you sift through the rules and maximize your social security income.

Let's begin.

Estate Planning

One of the rewards of financial success is the ability to share our wealth with our loved ones after we're gone. At MB, Levis, we know how important it is to transfer assets as smoothly and completely as possible.

Prepared and Confident

Estate planning can result in priceless peace of mind. Our support throughout the process helps clients achieve this goal as efficiently and effectively as possible. Our services include:

  • Creating net-worth and gross-estate statements
  • Reviewing existing estate planning and trust documents
  • Recommending and coordinating with an attorney when appropriate
  • Managing trust assets

Staying on Track

Estate law can change, and your personal circumstances can as well. Once your estate planning documents are completed, we will review them at least every five years to ensure that they continue to meet your needs and wishes. Doing so is just one way we strive to help you achieve lifelong financial confidence.

Let's begin.
Let's begin.

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Independent RIA

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