Investment Strategies

Planning for financial independence is a challenging endeavor in an ever-changing investment environment.  MWZ Financial Group, LLC, through LPL Financial, can help you plan and manage your asests with a goal of woking toward maximizing your return within the specific financial plan we have developed with you.

MWZ Financial Group, LLC is a full service financial services firm and can help address your investment needs such as purchasing stocks, bonds, annuities and mutual funds as well as establishing margin accounts. We can advise you on investments such as bank certificates of deposit, treasury bills and notes, money market funds and municipal securities.

With our background and tax experience, we can let you know when tax advantaged investments are advisable and we can help you to understand the investment and tax risks.  MWZ Financial Group, LLC can assist with 401K or IRA distribution education to work toward a smooth transition toward retirement.