MJT & Associates Financial Advisory Group

Overview

MJT & Associates Financial Advisory Group is a fee-only wealth management firm based in Minnesota, offering comprehensive financial planning and investment management services. The firm collaborates with small business owners, retirees, pre-retirees, and families in transition, providing expertise in areas such as divorce and special needs planning. Their services encompass financial planning, tax planning, retirement planning, estate planning, and investment management, aiming to help clients navigate complex financial landscapes and achieve their individualized goals. The firm's investment management approach is independent and adheres to the fiduciary standard of care, constructing portfolios aligned with clients' risk tolerance and financial objectives. They offer a range of services, including portfolio monitoring, trading, capital gain/loss evaluation, and asset allocation, ensuring that clients' investments are managed in their best interest. Additionally, MJT & Associates provides financial planning services that address various aspects of clients' financial lives, such as retirement projections, education planning, cash flow planning, tax planning, and insurance analysis. Their holistic approach is designed to help clients understand and manage their financial situations effectively, with a focus on long-term success and security.