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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Five phases to changing unhealthy behaviors.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
This article may help you maximize the benefits of your donation for your chosen charity.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
What if instead of buying that vacation home, you invested the money?
With alternative investments, it’s critical to sort through the complexity.
What is your plan for health care during retirement?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, cracking the code on bonds.
Making the most of surprises is a great reason to work with us.