MJT & Associates, LLC. Financial Advisory Group - Lake Minnetonka Office

We assist our clients in determining their financial goals and objectives. We accomplish this through creating buckets of assets, establishing safeguards and documentation for protecting their loved ones, regularly examining asset allocation to help maximize the growth of their assets, and securing the appropriate distributions for their retirement income. We take the time necessary and listen to our client's concerns. We establish and review a plan to pursue individualized goals and continuously monitor and adjust to help ensure ongoing progress and growth.