Investment Services

Retirement Income

In today’s uncertain economy, retirement planning has become an increasingly prudent choice in mapping out your financial future.  It’s an important step to achieving both short- and long-term life goals, and securing your overall financial wellbeing.  We’ll help you objectively evaluate your current financial status, and provide comprehensive recommendations so that you can make informed decisions.  With life expectancy rates climbing, it is imperative to protect and preserve your principle while finding safe opportunities for growth. We will help you become confident that the investments you have now will help you to sustain the lifestyle you have become accustomed. Whether you are just starting to save or you have been investing for years, you owe it to yourself to speak with us for a portfolio review.

Clients look to MDS Wealth Advisors for experience in:

  • Retirement Planning
  • Asset Allocation
  • Preservation of Principle
  • Dividend Growth Opportunities

Continuity Planning

We will strive to build a relationship where continuity is key. We want our clients to feel confident in knowing that we have agreed to a  wealth management strategy that we are all confident in. We hope our clients find comfort in knowing that we are here for our clients and their families.

Special Needs Planning

We specialize in Wealth Management for trust accounts. The costs associated with a loved one that has special needs can be riveting. If you are the direct care giver for that family member, it can be concerning to consider what may occur if you are no longer able to manage the accounts that accumulate funds to offer the care your loved one needs. We work directly with our clients, to prepare plans in advance, we provide sound investment guidance to preserve and grow special needs trust so that care can continue for years into the future.