MDC Financial Consulting, LLC is a "fee-only" financial services firm specializing in providing personal financial consulting and investment advisory services. We take great pride in delivering superior personalized services to each of our clients and thrive on helping people by impacting their financial lives through the various planning and investment services that we deliver.
We can help you define your financial goals, determine how much you need to save to work toward them, and identify appropriate investment strategies to help make your goals a reality. Some of the many goals that we can help you plan for are retirement, college expenses, a new home purchase, or the purchase of a rental property. Additionally, our services can also assist you in managing your cash flow, planning for income taxes, assessing your insurance needs, or planning for the transfer of your estate. Through our affiliated company, Michael D. Cherrey, CPA, CFP®, we also provide tax preparation, tax planning, and business consulting services to individuals and small businesses.
Our mission is to provide each client with a comprehensive investment strategy tailored to his or her own individual financial circumstances by focusing on their specific goals and objectives. We then recommend appropriate investment vehicles based upon that strategy constantly adhering to our investment philosophy which is one of balance. We believe that the use of asset allocation strategies is the wisest approach to try to conserve assets and maximize their growth.
As a "fee-only" financial services firm, commissions are never accepted, ensuring that our clients are provided with the most objective advice and unbiased services.