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 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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Explore the growing influence women wield over the economy with this handy infographic.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Is your estate in order? This short quiz may help you assess your overall strategy.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
One of the most common questions people ask about Social Security is when they should start taking benefits.
Tips on insuring your teen driver.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here’s a quick guide to checking to see if you have unclaimed money.
That big list of dreams and goals isn't the only way to look at your bucket list.