M&K Financial Services
Financial Advisers, Personal Financial Planning Consultants
Building, Protecting and Preserving Wealth For Generations
M&K Financial Services LLC specializes in strategic personal financial planning concepts that help Build, Protect and Preserve Wealth For Generations™. We understand that our clients all have different financial planning needs, and come to us with different points of view. As your financial planning consultant, we take an individualized approach to evaluating your assets and opportunities, and make thoughtful, personal recommendations based on what you want to achieve.
In keeping with our mission, we have created a host of financial planning tools to make the financial, estate, and retirement planning process more effective. Whether you need insurance to protect your business or your life, an estate or succession plan to secure your assets, or a financial advisor to guide you in the creation of a truly balanced investment portfolio, M&K Financial Services LLC is here for you.
Build
- Retirement Planning
- Investment Planning Portfolio Management
- Tax Saving Strategies
- Business Planning
- Benefit Planning
- Estate Creation
Protect
Preserve
What Distinguishes Us From Other Financial Advisors
- When we meet with our clients to identify their financial planning goals and objectives we truly listen to their needs.
- As part of our services, we research the marketplace for the best programs to help our clients achieve their desired results, and we find what others may have missed.
- We employ specialized financial planning professionalswho have established relationships with service providers.
- We work with independent underwriters at the nation's largest brokerage firms. We have a unique advantage in obtaining insurance for individuals who have serious health problems.
vM&K Financial Services Advisors are certified in their fields of expertise and their various designations include: CLU, Chfc, CFP, CEPª, CSA, CPA, ESQ's and EA.
- We maintain and nurture a diverse network of specialists so that we can add value in all areas of your financial planning.
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Securities offered through AMERICAN GENERAL SECURITIES INCORPORATED. Member of NASD and SPIC, 2727 Allen Parkway, Suite 290, Houston, TX 77019 - phone # 800-247-4669. Member of the American International Group, Inc. M&K Financial Services LLC is a separate entity from any member of the
American International Group, Inc. Money management services are offered through M&K Investment Advisers LLc, an Independent Registered Investment advisor.
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