​​Are you a fiduciary?

All investment Advisory Representatives (IARs) are held to a fiduciary standard established as part of the Investment Advisors Acts of 1940. IARs are required to put their clients’ interests above their own. 

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Also, as a CERTIFIED FINANCIAL PLANNER™ professional, Michelle is held to the fiduciary standard. To learn more about what this commitment means for you, visit the CFP Board's website at Fiduciary Duty Your Interests | CFP - Let's Make a Plan.

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What is M&M’s relationship with Stratos? 

• We affiliate with Stratos to provide the services and support that we believe is best to serve you.    

• We chose Stratos to offer a range of resources that we believe will support you, whether you prefer to do business in person, on the phone, or through your mobile device or computer.

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​​How does M&M Wealth Advisory work with their clients?

As a standard, we have annual reviews with our clients, but often times we meet more regularly than that, especially
in the first year.  

Again, each client is unique and  our goal is to tailor our connections to your preferences.

 

​We can also collaborate with your CPA, estate planning attorney, and other professionals. 

 

 

What information will I be asked to provide?

The more you share with us, the better we believe we can help you. So, anything relating to your financial situation is important, but we’re also going to ask questions that will help us get to know you more personally that we believe will compliment your goals. This helps us to meet you where you are and craft our advice in a way that will suit you well.

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​On the financial side, our questions are meant to better understand your basic financial information, investments, debts, dependents, income, estate planning documents, etc.

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