Our Services

A full suite of financial products and services, served with access, energy and efficiency.

We’re ready to work with you.

horizontal line
couple in convertable
MDRN Capital presents
RFNDprocess_logo

re·fined

adjective

– with unwanted elements having been removed by process

 – elegant and cultured in appearance, manner or taste

 – developed or improved so as to be precise

This is our goal for you.
Retirement, refined to the most unique experience.

process

An efficient process with fast access and full connectivity. No more time sitting in traffic and making appointments months in advance. Our team is ready for you and your financial planning right now. A quick question or a full review — we can make it happen.

cultured

A fully comprehensive and cultured plan that considers every nuance of the lifestyle you have — and the one that you seek.

precise

A precise retirement because it is defined by your terms and nothing else. We remove that “everything else.”

Full Suite
Of Services

Click on each service to see what it entails.

Meet with us

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Unlike the working years, where you’ve likely drawn a regular paycheck, at retirement it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.

Retirement Income Strategies

We offer a suite of services to affluent clients who are looking for a holistic approach to their financial future, all in one place. We’ll provide you with comprehensive guidance to help reach the goals and dreams you’ve been envisioning.

Wealth Management

Annuities are financial tools that can help you create a stream of income that you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.

Annuities

Whether you prefer to “set it and forget it,” or you want to more actively participate in your investments, we can help you design an investment strategy that matches your risk tolerance and goals. And we know that risk tolerance changes as life happens — so we plan for that, too.

Investments

We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you’re looking to access the tax-advantaged options a Roth IRA provides, to consolidate accounts or to explore other savings avenues, we can help.

IRA/401(k) Rollovers

We keep our eyes on the horizon so you can enjoy your retirement. We’ll design a strategy to help you minimize risk: including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

Asset Preservation Strategies

Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen and in some cases to help preserve your assets for future generations.

Life Insurance

Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

Tax-Efficient Strategies

How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.

IRA Legacy Planning

For retirees, outliving good health can be both a mental and financial blow. Accounting for future long-term care needs not only lifts a weight off your shoulders today but can help your loved ones breathe a sigh of relief down the road.

Long-Term Care Strategies

We can also refer you to professionals who provide the following services:

Trusts, Probate, Charitable Giving, Estate Planning, Tax Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Call Now Button