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How We Can Help You

At MWC Financial Services, we specialize in providing financial guidance tailored to business owners and private practice professionals with complex situations or goals. As an independent entity, we prioritize personalized solutions that focus on delivering results, performance, and service without bias towards specific products or companies. Our integration within a CPA firm empowers us to optimize investment strategies for tax efficiency. Serving primarily West Texas, we offer a comprehensive range of services, including portfolio management, retirement planning, and risk assessment. Contact us today to schedule a consultation and unlock your financial potential with our dedicated team.

<b>Financial Planning</b>

Financial Planning

Since our inception, we have grounded ourselves in financial planning and thoroughly developed a comprehensive strategy that has withstood the test of time in developing detailed financial plans. With our in-house financial planning expertise, we are positioned to understand the needs of individuals and families through all aspects of their careers and their retirement. We are committed to learning more about you, your needs, and your goals to develop personalized planning solutions for you, your family and those most important to you. Our team will help you understand your financial plan and streamline the wealth management process to enhance your lifestyle and provide a pathway for your future aspirations and interests.

Our philosophy is simple: we want to get to know you in order to help you make informed decisions that position you for accomplishment. Our focus is to understand your goals, objectives, develop a comprehensive plan to help you reach them and provide you with the best service and support along the way. As your advocate, we will custom-build a financial plan for you – one that is designed to help you protect, grow and transition your wealth to the next generation.

Investment Services

Investing can be a complex and challenging task, especially for those who don't have the knowledge, experience, or time to manage their investments effectively. We can help you create an investment plan that is tailored to your unique financial goals, risk tolerance, and investment horizon. This can help you pursue your financial objectives more efficiently and with less risk than if you were to manage your investments on your own. We can also provide you with valuable insights and guidance when it comes to making investment decisions through our access to market research, financial analysis, and other resources that can help you make informed investment decisions. Our team can ensure that you stay disciplined and avoid making impulsive or emotional investment decisions that could harm your portfolio.

<b>Investment Services</b>

We will also work to manage your investments on an ongoing basis. Your financial advisor will monitor your portfolio's performance and provide you with regular updates on your investment progress to help you stay on track and make adjustments as needed to ensure that you're on course to achieve your financial goals. From creating a personalized investment plan to providing you with valuable insights and ongoing portfolio management, our team can help you pursue your financial goals more efficiently and effectively.

Business Planning & Structure

We understand that running a business is hard enough as it is without having to worry about your business’ financial plan. Our team is proud to partner with business owners to service them in wealth management and in financial planning. We want to become your personal CFO for your business so that you can leave the financial handlings to us and concentrate on yourself and generate the growth of your business genuinely.

With our experience, we are amply prepared to help you identify a variety of financial planning opportunities for you and your business. We can also moderate your risks and plan for any transitions that your business may go through over a period of time. Along with providing expert advice for financial affairs, your experienced financial professional can also focus on the “other” things that financial advisors usually fail to pursue, such as how those financial decisions align with the dreams that you have for your business.

Retirement Planning

Outliving your money in retirement is a real risk that many people fail to consider when planning for their financial future. Modern advances in science and technology contribute to longer lives with the help of a healthy lifestyle, and while living longer is everyone’s main goal, running out of money in retirement can be a serious strain on your health. Our retirement income planning strategies are designed with you in mind to help you achieve your financial goals at every stage of your life.

<b>Retirement Planning</b>

Our team of financial professionals can help you identify every risk posed to your financial plan. We are determined to deliver effective and efficient solutions to each of these risks that will help your financial future thrive. We understand that you have a specific vision in mind for your retirement, and we want to do everything we can to help you reach those dreams. At a minimum, every retirement plan needs a variety of income streams, sufficient tax management, careful risk management, consideration of Medicare, and thorough estate planning. We are committed to providing you with these services and more as one of our clients.

Business Retirement Plans

As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here’s the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration. We help organizations design and deliver competitive retirement benefits that put their employees in a position to pursue financial independence in retirement when the time comes.

We understand that you need competent and experienced guidance when it comes to developing your company’s retirement plan. Our client list, our deep bench of resources, and our decades of experience working with retirement plans mean that we have the knowledge and expertise to help keep our clients’ plans competitive, engage their employees, benchmark their service providers, and assist them with fiduciary oversight. We have access to a wide range of options to help you choose what’s right for your company and your employees.

<b>Life Insurance</b>

Life Insurance

Although unexpected events in life can be inevitable, it doesn’t mean that you can’t be prepared for them. Our firm can find a life insurance policy tailor-made to fit your circumstances in the event of the unexpected so that you can protect your family no matter what. Life insurance can provide financial security for loved ones in the event of the policyholder’s death. The death benefit can be used to cover expenses such as funeral costs, outstanding debts, and living expenses. Some life insurance policies can accumulate cash value over time, which can be accessed by the policyholder during their lifetime. This can be used for things like supplementing retirement income or paying for larger expenses.

Additionally, some life insurance policies can be purchased with providers that cover additional benefits, such as accidental death coverage or long-term care coverage. Overall, life insurance can provide peace of mind and financial stability for both the policyholder and their loved ones – and we are fully equipped to help you find a policy that’s right for you.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

barry.malome@lpl.com | 806-797-3251