Mtr Financial Services

Financial Planning Consultants, Accounting Services, Financial Planners

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(281) 913-1844Call Visit WebsiteVisit Website Map & DirectionsDirections3006 Brook Shore CtKingwood, TX 77345 Write a ReviewWrite Review

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Neighborhoods: Mills Creek Village, Kingwood
Other Link: http://www.mtrfinancial.com
Categories: Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (281) 913-1844

Address: 3006 Brook Shore Ct, Kingwood, TX 77345

Website: http://www.mtrfinancial.com

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Mtr Financial Services

Tax Planning
Effective tax planning is an ongoing process that considers your entire financial picture and how to best take advantage of changing tax laws to improve your financial situation. At MTR Financial Services, LLC, we are knowledgeable about the latest tax laws, to help you avoid costly tax mistakes and benefit from available tax breaks.
Charitable Giving
Protecting your assets, determining your health care directives, distributing your wealth upon your death - these and other issues are important aspects of estate planning. During thoughtful conversations with you, we ask questions and listen carefully to your ideas about inheritances and heirlooms, transferring money values to your children and grandchildren, plans for a family business, wishes for charitable giving, and avoiding estate taxes.
Estate Taxes
Tax Services
While an accountant may do your tax preparation, at MTR Financial Services, LLC we complete a comprehensive evaluation of your financial situation and create a tax planning strategy to reduce your tax liability. During this process we might have you consider...
Income Tax
Goals can be short-, intermediate-, or long-term. For example, reducing current income tax liabilities is a short-term goal, while funding a child's education may be intermediate-term, and enjoying a secure financial retirement a longer-term goal.

Investment Management
The government does not strictly regulate the use of the term financial planner. However, this may be changing in the near future. Currently, it classifies and regulates advisors as brokers, insurance agents or investment advisers, depending on the services they provide. As a result anybody can call himself or herself a financial planner, but not a Certified Financial Planner. A Certified Financial Planner is held to a much higher fiduciary standard in their dealing with clients and must abide by a strict Code of Ethics to work in your best interests at all times. Also, in order to work on a fee only basis, an advisor must be a Registered Investment Advisor and must be formally registered with either the state he or she is doing business or the Securities & Exchange Commission. The formal education of a Certified Financial Planner normally requires two years of study or more and the applicant must pass a 2 day 10 hour exam to become Certified. After the planner is Certified by the Certified Financial Planner Board of Standards, they must complete 30 hours every two years of continuing education. A Certified Financial Planner is trained to assist you with every aspect of your financial life, not just investment planning or insurance planning.
Mutual Funds
Almost always. We provide advice on many types of securities, including mutual funds, stocks, Exchange Traded Funds (ETFs), stock options, and bonds, We also provide advice on mortgages, budgeting and cash flow issues, 401(k), 403(b), 457 and other retirement programs, life and disability insurance needs, and more.
Bonds
Wealth Management
In wealth management, we take the recommended allocation and use it to formulate an investment policy statement which sets the overall investment strategy. From this, we then formulate the client's specific investment recommendations. Specific considerations within the investment policy statement typically include...

Accounting Services

Financial Planning
The development of a comprehensive financial plan in conjunction with a structured approach to investment strategy is the key to achieving your goals. A financial plan provides a solid basis upon which you can build and maintain your financial security. Based on your specific long-term objectives, we help develop and then implement a personal financial plan that uniquely suits your needs. Our coordinated, fee-only financial planning process entails no product sales, commissions, or finders' fees. Because of this approach, all recommendations are developed without bias.
Retirement Planning
We help you map out your alternatives by using retirement modeling programs. We try to help people find ways to retire early, live better and move to a favorite destination. The sooner one has a realistic approach to retirement planning, the greater chance you will find peace of mind. We assist each client in developing a plan that includes...
Long Term Care
We educate you to make the right choices regarding life, health, disability, long-term care, automobile, and homeowners insurance. We coordinate this policy coverage with your employee benefits.
Asset Management
Asset Allocation: Very simply, asset allocation is the process of deciding what percentage of your money to put in the different investment classes: stocks, bonds, money market, and other investments, such as real estate. Your asset allocation will depend on your investment time frame, your savings goal, and how much risk you are willing to take to achieve that goal.
College Funding
At MTR Financial Services, LLC, we help you wade through the myriad of funding options to select an education planning strategy that works best for your situation. Whether you are able to develop a college funding plan early or begin the process later, we break down the benefits of each option to help simplify your decision-making.

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