MNM Vested

At MNM Vested, LLC, we are dedicated to helping individuals and families achieve their financial goals and secure their financial futures. As a fee-only financial advisory firm, we offer a range of services designed to help our clients take control of their financial lives. Our team of experienced professionals is committed to providing personalized attention and expert guidance to help you achieve your financial dreams.

Our Mission

Our mission at MNM Vested, LLC is to help people identify and pursue their financial goals, whether it's securing their financial independence, planning for retirement, or simply achieving a better understanding of their financial situation. We believe that everyone deserves the opportunity to achieve financial stability and success, and we're committed to helping you make that a reality.

Our Services

We offer a comprehensive range of financial services, including:

Business Services

• Business startup and implementation
• Business credit reports
• Personal financial literacy training

We help entrepreneurs and small business owners establish and grow their businesses, providing the guidance and expertise needed to achieve their goals.

Tax Prep & Planning

• Interactive tax prep and planning
• Maximizing deductions and minimizing income tax

We take the complexity out of tax preparation and planning, ensuring that you receive the maximum deductions and minimize your income tax liability.

Retirement Planning

• Assessing retirement needs
• Identifying sources of retirement income
• Strategic planning for retirement

We help individuals and families plan for their retirement, ensuring that you have the financial resources needed to live the life you want in your golden years.

Insurance Planning

• Analyzing insurance needs
• Comparing coverage options
• Providing solutions for life, disability, health, long-term care, and property and casualty insurance

We take a comprehensive approach to insurance planning, ensuring that our clients have the right coverage in place to protect their loved ones and assets.

Cash Flow Planning

• Developing monthly spending plans
• Prioritizing expenses and expenses

We help individuals and families take control of their finances, developing personalized plans that align with their goals and values.

Education Planning

• Reviewing education funding options
• Estimating education costs
• Developing strategies for saving and planning

We help families plan for their children's education, providing expert guidance on college savings, student loan management, and other related topics.

Goal Setting

• Identifying financial goals
• Developing a plan to achieve those goals

We help individuals and families set and achieve their financial goals, providing the guidance and support needed to stay on track.

At MNM Vested, LLC, we're committed to providing exceptional service and expert guidance to help you achieve your financial goals. Whether you're just starting out or further along in your financial journey, we're here to help you achieve financial success.