Mint Financial Strategies
At Mint Financial Strategies, we understand that your individual financial situation is unique and deserves a customized strategy so you can potentially reach your financial goals.
Because we are an independent firm, we have no obligation to sell proprietary products or services. What this means is we are free to be very selective in offering you only investment products and services that we believe are best suited for your financial health.
We can offer you timely, unbiased investment advice with high integrity. This is the benefit you get in working with an independent financial consulting firm like Mint Financial Strategies.
Our “Strategy-First” Process
We believe the most important factor in determining your financial success is having the right strategy in place. This “strategy first” philosophy centers around designing a personalized financial plan for you. You are presented with a variety of investment options that are best suited to your strategy.
As your situation is unique, we design your retirement allocations based on a series of assumptions that give us a working framework for your wealth analysis and management. In working with one of our wealth strategists, you will determine the time horizon, rates of return, and series of goals (or “buckets”) best suited to your situation.
When you review your analysis, keep in mind that it is an illustration based on assumptions and holds no guarantee that the potential outcomes presented will occur.
The next step in building your wealth management is asset location or to “blend the buckets.” This means carefully analyzing each allocation strategy and determining how that “bucket” should be funded. Whether it’s funded by taxable, tax-deferred, or tax-free account registrations – it’s all based on your specific financial goals.
In developing your wealth management strategy, you and your wealth strategist will determine which of your buckets are best suited for fee-based accounts, brokerage accounts, or insurance and annuities.
Our Expertise is Your Gain
Our wealth strategists are registered as Investment Advisor Representatives of LPL Fiancial. Additionally, they are Registered Representatives offering securities through LPL Financial and hold insurance licenses in their respective states. Thanks to their expertise, you get considerable flexibility in implementing your wealth strategy.
Our broker dealer, LPL Financial, is one of the nation’s leading full-service independent brokerage firms. LPL Financial offers experienced, reputable, and timely financial management with a contemporary, independent perspective.