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MM
Michelle T. Mabry
CEO/ Senior Financial Advisor
CFP®, AIF
Client 1st Advisory Group301 South 40th Ave, Hattiesburg, MS 39401
Broker Affiliation: None/NA
Languages: English
My Approach
Most of our clients come to us as they are approaching retirement and looking for advice. Additionally, women who are recent widows or their spouse has become ill and handled the finances and are seeking guidance on investments and tax planning. We also serve a large number of business owners. As a business owner myself, I understand the unique challenges that business owners face and can help with taxes, investment strategies and retirement income planning.
The Clients I Serve
Business Owners, Executives, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Women & Female Leaders
Major Milestones I Specialize In
Death in the Family, Divorce Planning, Early Retirement or Financial Independence, Retirement Planning, Sudden Wealth or Inheritance, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Our practice is focused on working with women that are in transition. In many households, one spouse handles the finances and investments. If that spouse becomes ill or develops a condition like Alzheimer’s, the other may suddenly have to take over. Or you may be recently widowed and feel overwhelmed by the financial decisions in front of you. Whatever your situation, we’re here to guide you through it with patience and care. We start by getting to know you: your full financial picture and what matters most to you. Then we design a financial plan around the life you want to build. What we help with: Retirement income planning Tax reduction strategies Cash flow planning Investment management Estate planning How we work together: Discovery meeting: We learn where you are today and where you want to go. Comprehensive plan: We gather your information and build a plan tailored to your goals. Implementation: We take care of putting the plan into action. Ongoing reviews: We meet with you regularly to keep you on track and adjust as your life changes. Our clients value our proactive approach. We reach out before you have to ask, and your interests always come first.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.