For Individuals & Families
Comprehensive Financial Planning
For individuals, Families, & Small Businesses
Helping You Stay on Track to Accomplish Your Goals
In serving individuals and families, we strive to find opportunities within your wealth picture and align every aspect of your finances with your family’s goals. Whether you’re facing a life transition or you’re simply looking to enhance your investment strategy, we can help.
What We Offer
Our Services
Investment Management
Starting with your risk tolerance and a timeline of your goals, 9M Investments will manage your investments according to your personal investment policy statement. We’ll work with you to manage your investments in a tax friendly approach and see that they remain in line with your goals.
Estate & Tax Planning
Building and protecting your estate requires in-depth planning. From income taxes to capital gains taxes, the tax code is full of taxes that can “draw down” to distribution. 9M Investments will work to make your plan as efficient as the current law allows.
Retirement Planning
Helping your family manage social security options, income needs, RMDs, and possible roth conversions. Always keeping an eye towards minimizing taxes for you and your heirs.
Insurance Planning
Insurance is the cornerstone of any robust financial plan. 9M Investments offers life, disability and long-term care insurance analysis to safeguard your loved ones.
Your Trusted Company
Developing a Comprehensive Financial Plan To Support Your Evolving Life
Developing a Comprehensive Financial Plan To Support Your Evolving Life
We see your finances as a tool to live your life with ease, joy and preparedness. Our objective is to help you define the goals you have for you and your family—and work closely with you over the years to help you reach them.