Individuals & Families

At MDA, the value of family is of utmost importance. Not only do we pride ourselves in offering our employees the flexibility to maintain a healthy work-life balance, but we also pride ourselves on the personalized individual and family services we provide our clients. Our expertise allows us to recommend planning strategies and on-going advice to ensure your financial well being. We can help you and your family by:

Setting Goals and Objectives

Our experience demonstrates that financial stability results from setting goals and establishing long-range plans. By asking the right questions we can assist you in setting your goals and reaching your objectives.

Providing Sound Advice from Business Experts

As your lives become increasingly hectic, you may not have the time to analyze your current finances and prepare for the future. We can assist you in developing and/or reviewing your retirement plan and offer ideas regarding tax and estate planning. Our firm is comprised of professionals uniquely qualified to provide you with meaningful and timely information.

Traditional Services

We can assist you in the following areas:

  • Tax planning, preparation and compliance
  • Investment analysis
  • Retirement planning
  • Estate planning
  • IRS representation

We stay on top of changes affecting individuals and families to help you prepare for growth and prosperity in the future. We have much to offer and look forward to the opportunity to assist you and your family.