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 MFC-Wealthmanagement.com 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.