Wealth Management

Providing full-service financial planning and investment management services

Wealth Management

Would you like to pay less in income taxes?

Have you changed jobs and are you wondering what to do with your old 401K plan balance? Do you have an old 401K account that nobody is helping you invest so that you can actually retire someday? If so, we can help!

MBE Wealth Management LLC (MBEWM), part of the MBE CPA family of companies, is a Registered Investment Advisor, providing customized wealth management and insurance strategies designed to assist you with working towards your financial goals. MBEWM is with you every step of the way, providing fairly-priced comprehensive financial advisory services to businesses and individuals by utilizing cutting-edge wealth management and thoughtful insurance strategies.

MBEWM offers access to the following products and services to assist you in all of your wealth management and wealth transfer needs:

  • Consulting on 401(k) and other retirement plan rollovers
  • Fee-only investment portfolio management
  • Retirement planning for individuals
  • Business retirement plan installation and management; employee education
  • Disability, life and long-term care insurance for individuals and groups
  • Philanthropic giving strategies
Does your retirement plan attract and retain your employees?

We compare and contrast the qualities of the most simple employer-sponsored plan to the most complex. Have you considered integrating your plan with social security, age-weighted plans, safe harbor rules, profit sharing or defined benefits?

We offer retirement plan reporting and third-party checks whether you have a 401k, SIMPLE or a variety of other plans; we will electronically transmit data to your provider. Additionally, we have affiliate providers that can assist you if you do not have a current contact.

Employee Benefit Solutions:

  • Flexible Spending Accounts (FSA)
  • Health Savings Accounts (HSA)
  • Health Reimbursement Arrangements (HRA)

MBEWM provides objective, up-to-date advice with your unique life situation and needs at the forefront of their planning strategies. They are dedicated to truly getting to know their clients and their financial goals. Their commitment to strive for excellence in all they do sets them apart from the rest. Your first consultation is free of charge. Get a complimentary second opinion on your portfolio from the professionals at MBEWM today!

Be sure to check out the MBE Wealth Management podcast!

Available now on Soundcloud and iTunes!