Families

Mouganis Financial Services offers a full range of services for families, executives, and business owners.

Our clients are comfortable outsourcing (or partnering) with us so that we are able to conduct the research and behind-the-scenes fact gathering for them. We put a plan in place so that we can home in on the critical issues affecting our client’s financial well-being and present the most viable solutions to them in a manner that allows the client to make the right decision.

Our comprehensive planning services include:

  • Retirement planning
  • Investment management
  • Education planning
  • Estate planning
  • Tax planning
  • Risk management

We are not owned by a broker/dealer or a big wirehouse telling us what to do for our clients. We are an independent and fee-based financial services firm offering objective financial advice that puts the client’s best interests first.

Our ultimate goal is to simplify the complications of your financial life by focusing on our structured process that leads to your complete financial well-being.

Families
Most families are very busy and often times push off dealing with issues and objectives regarding their financial life and, as a result, opportunities are often missed and the right solution is not put in place. As a father of five, I understand the planning implications of having a family likely include:

  • The establishment of a retirement income plan
  • Making sure that proper life insurance is in place
  • Understanding long-term care options for the future
  • Checking for proper beneficiary designations and ownership title of assets
  • The establishment of a smart estate plan