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 mange their financial goals and objectives.
Our independence means you get an objective, strategy-focused approach to your financial and investment needs.
We offer comprehensive wealth management services to anyone seeking confidence over their financial future -- no matter if you’re just beginning to save for your future or you’re seeking retirement soon.
Our Commitment
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 strategies 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 your 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.
Helpful Content
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
View all articles 
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.