Our Services
Plan. Control. Legacy.
At Mullett Financial we believe in: Plan first; Control what you can; Ensure efficient and effective Legacy.
• Plan First. “You’ve got to be very careful if you don’t know where you are going, because you might not get there” - Yogi Berra.
A Financial Plan addresses issues such as: goals, needs, risk assessment, retirement, benefits (i.e. social security, Medicare), estate, raising and educating children, debt strategies, major spending, longevity and long-term care and many more issues.
• Control. At all times, control what can be controlled. Controllable examples are: Costs. Discipline. Risk. Investments. Quality. Strategies. Taxes. Estate.
• Legacy. Plan appropriately, with your intentions, for multigenerational, philanthropic and business dynamics.
What sets us apart…
• Fiduciaries. Our sole focus is your holistic financial situation. We are not brokers, dealers, agents or bankers.
• Philosophy. Our investment philosophy is value oriented growth, risk control, cash flow and principal preservation.
• Experience and Expertise. Over three decades of investment management experience.
• Low Costs. We are committed to keeping costs low.
• Investment Choice. We are able to evaluate and advise on most investment types, strategies and management solutions including separately managed accounts.
• Partnership. Your wealth management plan is meticulously crafted with you to align with your unique circumstances.
• Education. We want you to know and understand what we do and why. An educated client will be a successful client.
Customized services…
• Initial Consultation. We provide each client with a complimentary initial consultation to review your unique situation, needs, goals, etc.
• Financial Planning. Every client is offered a comprehensive financial plan to establish a baseline and roadmap. Financial plans can be stand alone or part of our comprehensive wealth management service.
• Customized Wealth Management. Your wealth management plan is customized to your specific, unique circumstances.
• Investment Strategies. We offer goal specific, stand alone strategies and full, comprehensive investment plan strategies.
• Flexibility. We can work with your existing custodial relationship in a “held away” basis or with our custodian. We can work together in a discretionary or non-discretionary basis. In addition, we offer both hourly rate plans and ongoing management fee plans.
“We are committed to you. We provide personalized wealth management strategies that evolve with your unique situation. Your holistic financial story is our priority, and we will work in partnership with you to ensure it feels right, now, and in the future. Your financial success is our ultimate goal.”
— Mullett Financial