Check the background of this firm on Check the background of this firm on Broker Check by FINRA
MJM & Associates
651-647-1204
Get Your Risk Score

Retirement Planning

Our firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to attempt to provide for financial clarity and multi-generational wealth.

MJM & Associates offers:

  • Insurance Planning
  • Beneficiary Review
  • Retirement Planning
  • Financial Needs Analysis
  • Analysis of Present and Future Expenses
  • Estate Preservation
  • Income Planning

Just imagine a complete portfolio, where all your financial, estate, and tax preparation needs are addressed in a customized binder. This is your comprehensive retirement plan. Our coordinated approach ensures that your plan is developed using an all-inclusive view. We have found that many financial services professionals focus on products; our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.

Michael McCullough does not provide legal advice, but will work with your attorney or legal advisor. In the event that you do not have your own attorney, we will partner with local firms to provide legal services. Michael McCullough provides tax and accounting services through Michael J. McCullough, LTD. Michael J. McCullough, LTD. is not affiliated with Gradient Securities, LLC.