Financial Planning

Financial Planning for Individuals from MCB

For many people, financial planning can be confusing. It’s difficult to know the best strategies for securing your financial future, and there are a lot of questions that come to mind when considering the best way to manage your money. If you’re like most people, it’s hard to find the answers you need to make the best decisions. But, when you choose MCB Business Consultants to help you, we’ll take the guesswork out of financial planning and help you secure your future.

MCB does much more than provide individuals with financial products – we offer advice-based services that start with you, the client. We take the time to get all the necessary information together through a discovery meeting with you, where we find out what your specific needs are, and what makes you tick. We take the time to look at every aspect of your financial planning needs that are important to you – even things you may not have considered.

MCB Business Consultants help individuals get the financial planning services they need.

When you work with MCB for your individual financial planning needs, we’ll look at all aspects of your finances to help you find the best possible solution. We look at such factors as protection, investments, retirement accounts, college financing, estate planning and more. Then, usually for a nominal fee, we build and present a proposal for you. Our fee-based financial planning service provides you with a complete, holistic approach in which your financial needs right now and well into the future are uncovered. We like to say, this is where the rubber meets the road!

MCB helps individuals discover and implement financial planning solutions that perfectly fit their needs. To learn more about the services we provide, contact us online using our convenient form, or feel free to call our Buffalo, Syracuse or Utica office. We will be more than happy to schedule a time to meet with you and help you with your financial planning needs. We look forward to serving you.