MCS Financial Advisors - The MCSFA Advantage

Your Complimentary Consultant Directory

Peace of Mind

Hiring the right financial advisor is one of the most important decisions a person or business will ever make. It's never too early or too late to begin a financial plan. Proper wealth management advice goes beyond investment strategies and will improve your financial security.

Our business philosophy emphasizes integrity, transparency, stewardship, and innovation - everything you expect when putting your trust in a financial advisor.

The Fee-Only Benefit
MCS Financial Advisors is an independent fee-only firm.

Independent means that we work for you only. We do not represent or work for any other financial institution or firm. You receive unbiased, individually tailored recommendations based solely on your personal and financial needs and goals, recommendations that increase your earning power and secure your future.

Fee-only means that our clients compensate us directly for our services, and all our charges are clearly disclosed. We are not influenced by potential commissions or referral rewards. We do not sell insurance or any other secondary financial product. Our success is directly linked to your financial success.

Our Fee Structure

When we manage a client portfolio, the fee is based on a percentage of assets under management. We receive a raise when the account value increases. Our income is reduced if the account value declines (subject to agreed upon minimums).
For financial planning and consulting, the fee is based on an hourly rate. For creating a full financial plan, there is a quoted fee, with the cost determined by the complexity of the client's situation.

In most cases, fees paid to a financial advisor are tax deductible.

Click here for details on our fee structure.

Click on the links below to learn more about the MCS approach to financial planning.

The Financial Planning Process
Wealth Management
Investment Philosophy
Asset Management