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PLANFINANCIALSample Client Family2024
Welcome!-THE MAWBY BRIGEMANWEALTH MANAGEMENT GROUPAt the Mawby Brigeman Group, we combine our investment philosophy and experience withstate-of-the-art tools to provide our clients with strategies that meet their specific needs. Ourpriority is helping you take care of yourself and your family.We are happy to assist you in preparing your Financial Plan so that you can understand yourcurrent financial picture and best prepare for your long-term needs. We appreciate theopportunity to collaborate with you in establishing this Plan and updating it regularly as yourlife unfolds.W E A R E G L A D Y O U A R E H E R EL E T ' S C O N N E C THELLO@MBWEALTHMANAGEMENTGROUP.COMMBWEALTHMANAGEMENTGROUP.COMBEN BRIGEMAN MICHAEL MAWBY MATTHEW BRIGEMAN JOHN CONRY BRITTAN LEISERMB Wealth Management Group 2024
Our RecommendationsCash FlowTaxesReinvest disposable cashflow into:401k: maximize contributions ($23k/person) to take advantage of tax deferralJTWROS Brokerage account529 plansMB Wealth Management Group 2024Optimize Health Savings Account by investing funds (and paying cash/saving receipts formedical expenses)Maximize contributions to your qualified retirement plans to reduce current taxable incomeConsider contributing to Roth IRAs if eligibleRetirementIncrease 401k contributions to maximum limit.Claim Social Security at full retirement age (67).Claim sample client’s lump sum pension at age 62 (even if retirement age is sooner)Earlier retirement viable for Client #1 at age 60 / Spouse at age 55
Our RecommendationsEducation FundingRisk ManagementFuture goal of Client’s Son attending Stanford University is viable (funded out of 529 plan andvested RSUs). Consider options for funding shortfall, as needed.Other viable options:NorthwesternIllinoisNotre DameMB Wealth Management Group 2024Emergency funds: invest any excess cash flow beyond emergency fundsFunds target: $43kCurrent funds: $46kDiscuss drafting a will to obtain sufficient coverage for both individualsEstate PlanningReview primary and contingent beneficiaries.Retitle existing individual accounts to JTWROS (TOD)
Next StepsGOING FORWARDReview Your GoalsUpdate the PlanModel ScenariosExplore our ResourcesNow that we have provided a base casescenario for your Financial Plan, it is wise tocontinue evaluating and discussing yourpersonal, financial, and family goals. Pleaselet us know how we may continue tosupport you in these areas.Do you have other goals or scenarios youwould like to better understand and discusstogether? Please let us know and we canmodel these various situations for you. Looking to learn more about a particulararea of interest? Explore our comprehensivesuite of articles, videos, and other helpfulresources on our MB Wealth ManagementGroup website. If you would like to learnmore about any specific focus area, pleaselet us know. We'd be happy to furtherdiscuss.01030204We know that life can be very dynamic andthat you and your family’s needs are alwaysevolving. As you encounter majormilestones or experience periods oftransition, please be sure to keep usinformed so that we can ensure yourFinancial Plan reflects your current situation.MB Wealth Management Group 2024
Important DetailsHello@MBWealthManagementGroup.comOffice: 440.589.4902 | Fax: 440.589.4910We pride ourselves on providing a high level of service and being readilyaccessible to our clients. Our main office is staffed from 8am - 5pm EST, but weencourage you to reach out to your advisor directly via telephone or email outsideof these hours as needed.36 South Franklin Street | Chagrin Falls, OH 44022*Parking is available in front of our building or nearby in the heart of the Chagrin Falls village. We are happyto reserve a spot for you via the Park Mobile app in advance of your meeting as a courtesy. Please provideyour license plate number and we'd be happy to assist. We welcome the opportunity to meet with you virtually or in-person. To scheduletime with your advisor, please feel free to do so with this link here. Welcome Packet 2021Contact UsBusiness HoursSchedule a MeetingOur Office LocationWelcome Packet 2021MB Wealth Management Group 2024
Have a question for our team?Send an Email Schedule a callFor more information, please visitwww.MBWealthManagementGroup.comWe pride ourselves on being highly accessible and readily available for ourclients. If you have a question, suggestion, or would like to schedule a meeting,please feel free to do so using the links below. MGO One Seven LLC (“MGO One Seven”) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not implya certain level of skill or training. Services are provided under the name MB Wealth Management Group, a DBA of MGO One Seven. Investment products are not FDIC insured,offer no bank guarantee, and may lose value. Information in this message is for the intended recipient[s] only. Please visit our website www.WeAreOneSeven.com forimportant disclosures.