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Services
Mc2 Financial Advisers, Inc. is a fee-only investment advisory firm, offering a wide variety of financial services, including savings plans for retirement, college education, and estate preservation, as well as traditional investment management and tax planning. Significant considerations include the client’s financial position, responsibilities, goals, time horizon, and willingness to accept investment risk and market volatility.
Investment Strategy
We have summarized our approach into 3 main objectives:
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Asset Allocation |
– 90% of a portfolio’s return depends on it! |
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Index Mutual Funds |
– A rising tide floats all ships! |
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Vanguard |
– The #1 provider of no load, low cost mutual funds! |
As a client, we will meet with you twice a year to review your investment performance. Of course, you can make an appointment with us anytime you desire. If you are already in retirement, or drawing income from your investments, we monitor your cash accounts every 3 months to insure at least 6 months to 1 year of liquidity. |
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Contact Info |
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