SERVICES


Mentor Financial provides services that allow clients to fully address their financial goals and concerns. We help clients to:

  • Analyze their capability of reaching financial goals.

  • Develop tax-planning strategies to shelter income and minimize federal and state income taxes.

  • Evaluate employee benefit plans and determine how to get the most out of them.

  • Save and invest on a regular basis toward financial goals such as funding an education, starting a business, buying a home.

  • Monitor and review their investment portfolio

  • Assess exposure to the risk of loss income due to premature death or disability and evaluate current insurance plans.

  • Identify the appropriate size and place for a cash reserve that may be used for emergencies or opportunities.

  • Manage debt effectively.

  • Provide for the orderly distribution of the estate, minimizing taxes and other costs



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