Understanding Today’s Financial Environment
Mint Financial Strategies is an independently owned financial consulting firm with over 19 years of experience in helping individuals and business owners plan for and achieve their financial goals and objectives.
Our independence means you get an unbiased, strategy-focused approach to your financial and investment needs.
We offer comprehensive wealth management services to anyone seeking peace of mind over their financial future -- no matter if you’re just beginning to save for your future or you’re seeking retirement soon.
Our name says it all: MINT is synonymous with building wealth; it is often used to describe near-perfect or “mint” condition.
We also use it as an acronym to summarize our promise to you:
Meaningful Relationship committed to providing you with up-to-date, relevant Information and a Network of financial solutions as your Trusted Adviser.
What Makes Us Different
We get this question all the time....Why should I work with you? What makes you different than all of the other "Financial Planners" out there? We are not a "one size fits all" financial planning firm. Everything that we do is customized for you. We start with sitting down and getting to know more about you and your financial goals. Next, we put together a comprehensive strategy - one that is not tied to financial products or investments. Once we agree on the right strategy, we build a personalized portfolio with specific recommendations for you. We meet with our clients on a regular basis - often times 3-4 times per year to check in and review your investments. In addition, we offer on-going educational opportunities for our clients so that they can take an active role in their plan.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This worksheet can help you estimate the costs of a four-year college program.
Understanding how capital gains are taxed may help you refine your investment strategies.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
What does your home really cost?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
All about how missing the best market days (or the worst!) might affect your portfolio.
What if instead of buying that vacation home, you invested the money?
Estate conservation is too important to put off. Do you have a smart exit strategy?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.