Broker Check

Financial Management Services

MFC Wealth Management  offers a wide variety of financial management services in Federal Way, WA.: 

Tax Management: This area is the largest portion of our business. We offer tax planning for individuals and small businesses along with tax preparation of federal and state returns.

We recently added a dedicated website for taxes at to provide our clients with some important additional resources.

Family Risk Management: Life, disability, and long-term care insurance.  We help address whether you have enough insurance.

Cash Management: Establishing or reviewing a cash budget, developing a savings and debt reduction plan.

Investments*: Stocks, Bonds, Mutual Funds and Annuities after determining asset allocation needs and risk tolerance.  We help you develop investment strategies to achieve your financial goals.

College Funding*: Coverdall Education Savings Plan and 529 College Savings Plan.  We provide you the best approach to college savings.  

Retirement Planning*: IRAs, Roth IRAs, employer-based retirement plan rollovers, SIMPLEs, SEPs, and annuities.  We look at your retirement investing options as well as your distribution strategies. 

Estate Planning: Review of wills and trusts, beneficiary designations and gifting opportunities. Reduce exposure to estate taxes and probate costs. We work with licensed attorneys in developing an estate plan.

* These services are offered by Mitchell Czuk through his affiliation with Cetera Financial Specialists.