Jeff and Ned lead the McDonald and Barry Retiree Asset Management (MBRAM) team that specializes in helping retirees – and those beginning to consider retirement – develop financial plans designed to help them achieve their goals. Our affiliation with Raymond James & Associates, Inc., provides us with access to the comprehensive resources we need to meet the diverse needs of our clients. We work together with you to:
- Strive to Protect and Grow Your 401(k)/IRA Retirement Nest Egg
- Help Create Your Lifetime Retirement Income Stream
- Help Identify A Funding Source for Emergencies
- Invest To Help Fund Your Most Important Goals
- Help You Decide How You Will Pay For Long-Term Care
- Borrow When It Makes Financial Sense To Do So
- Explore Possible New Uses For Existing Life Insurance
- Act As Advisor for the Trustee of Your Living Trust
To Implement Your Retirement Asset Management Plan - Involve Your Spouse And Adult Children In Planning
To Help Maintain Your Independence - Leave A Legacy To Your Children, Grandchildren, and Your Favorite Social Organizations
- Asset Allocation Asset allocation versus diversification - what's the difference?
- Asset Management Discover the benefits of professional asset management.
- Estate Planning Trust services for the preservation of assets and the fulfillment of wishes.
- Financial Planning Your financial future is important. Don't trust it to just anyone.
- Mutual Funds Your purchasing power at work.
- Retirement Planning In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
- Stocks How do stocks fit into my financial plan?
- College Planning What will it take to deliver the dream?
- Bonds Are bonds right for you?
- Mortgage Center Innovative residential financing options for our investor clients.
- Identity Theft The more you know about identity theft, the better you can protect yourself.
- 401(k) What to expect from your 401(k) advisor.
- Insurance and Annuities Preparing for the unexpected may start with quality insurance alternatives.
- Stock Options Strengthen your portfolio without stretching your finances.
- Investment Banking Serving the capital and advisory needs of today's middle-market companies.
- Tax Planning Prepare for taxes all year round with this handy reference guide.
- Executive Solutions While you are busy managing your company’s future, who is taking care of yours?