7935 East Prentice Avenue,
We believe that each client’s financial situation and goals require a customized strategy so they can invest confidently and pursue financial wealth. Whether it’s planning for retirement, saving for your children’s college education or preparing for the next step in your life, we offer the financial planning, resources and ongoing management that you seek – all with the goal of helping you succeed in your personal and business life.
At Mint Financial Strategies, our focus is working on your wealth strategy with an integrated and disciplined approach to address the wealth management issues most important to you. In that process, we use resources from LPL Financial, to provide you with a high level of experience.
Our goal is to deliver this top-notch service with a personalized, comprehensive financial strategy by covering these topics:
Based on your personal wealth financial strategy, we aim to help you financially plan for the following questions in your life:
All of these questions could potentially impact your customized strategy for financial wealth and are important to discuss with your wealth strategist at Mint Financial Strategies.
*Mint Financial Strategies and LPL Financial does not provide legal or tax advice. Pleas consult your legal or tax advisor regarding your specific situation.