M & T Financial Group
Creating your best years
Financial mistakes near retirement are much more costly than when you are younger. Here at M&T Financial Group, we focus on helping pre-retirees minimize their financial mistakes. We are here to prepare for your best years alongside you. Additionally, we offer post-retiree financial planning because your future deserves to be secure. A second opinion from us is only a call away.
1
Discover
We will get to know who you are and what you need out of your retirement journey.
2
Implement
Our team will create a unique retirement strategy that will navigate you through the rough waters of retirement.
3
Monitor
We will monitor your plan to make sure you’re sailing in the right direction. Our crew will meet with you twice before your customized plan is complete.
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How to Manage and Overcome The Top 5 Retirement Risks
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Our services
M&T Financial Group provides financial education and solutions to help you make your retirement years, your best years. Our safe money solutions include annuities, life insurance, legacy planning, IRA/RMD rollovers and more. Click on the boxes below to learn more about the services we offer.
IRA/ RMD Rollover
Life Insurance
Legacy Planning
Wealth Accumulation
Long-Term Care
