More Than Money


Advisory Services

"I want you to have the advantage of my years of experience. Your financial well-being is what we focus on every minute of every business day. This is what you should expect from working with MtM Financial Group."

•  A clear and accurate understanding of your financial goals and priorities.
•  A thorough, honest and professional evaluation of your financial options.
•  Effective and timely implementation of the actions required to reach your goals.
•  A personal meeting with Gene every 90 days to keep you informed of your progress and recommend any adjustments.
•  Constant communication through our newsletters, website, and TV and radio shows to keep you informed and involved.

Investment Management

•  Complete investment portfolio design, implementation, and monitoring
•  Second opinions (at no charge) on your current investments
•  Specific cash flow planning during retirement
•  Asset Allocation design
•  Investment risk assessment and mediation
•  College savings plans
•  Creative wealth building strategies
•  Tax sensitive investment plans 

Income Tax Services

Preparing your income tax return for yourself or your company can be an overwhelming task that leaves you with more questions than answers. Even the simplest of returns can be confusing to someone who doesn't study today's ever-changing tax laws. Leaving that task to our team of professionals will give you peace of mind in knowing we'll make absolutely sure you get all the deductions and credits that you are entitled to. We'll take the time to explain everything to you and answer any questions you may have. Good old-fashioned customer service is what our company is all about. Schedule your appointment and see for yourself!

Estate Planning

•  Complete estate planning and monitoring
•  Appropriate document design (wills, trusts, POAs, TODs, living wills, etc.)
•  Appropriate insurance design, implementation, and monitoring (Life insurance, long term care insurance, and disability insurance)
•  Insurance audits at no charge (determine if coverage is appropriate in both design and cost by comparing current plan to hundreds of competitive plans)
•  Trust design and administration (complete trust bank services)
•  Charitable giving design and implementation (including high level trust design)



4505 Hanoverville Road, Bethlehem PA 18020

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More Than Money

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