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How We Work

At MDPresley Financial Services, we believe that each client is unique, and their financial services should fit their specific dreams, goals, and desires. With us, you will find a variety of services and tools that help us take a holistic approach to financial and retirement planning. This means not only ensuring that your future is adequately planned for but that you are completely confident in making critical financial decisions along the way.

Investment Oversight Services

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Continual monitoring of your investment portfolio
  • Frequent meetings to review and evaluate your investment performance, update your overall financial objectives, and if necessary, reallocate your portfolio as agreed upon by you
  • Regular statements
  • Independent financial advice
  • Recommendations regarding positioning of investments within your employer-provided retirement plans, such as 401(k)s

Tax Reduction Planning

  • Comprehensive review of your tax situation and planning to incorporate any new tax law changes
  • Complimentary consultation with your tax preparer as request
  • Recommendations of tax solutions, including tax-advantaged investments.
  • Staying up to date on and presenting new tax law that can affect your financial situation

Retirement Income & Distribution Planning

  • Analysis of your income needs now and, in the future.
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations regarding the most appropriate distribution strategy for Employer Retirement Plans and IRAs
  • Continual analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA
  • Provide up-to-date changes in retirement account rules and regulations regarding distributions and inheritance

Family Wealth Planning

  • Analysis of your current estate plan and concerns
  • Complimentary consultation with your attorney as requested
  • Review of trust documents
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one

Client Services and Communications

  • Quarterly, semi-annual, or annually scheduled reviews
  • Quarterly newsletter to keep you apprised of the most current planning options

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. |  941-621-5726