Behind our guiding principals & proven practices in investment management is our Financial Navigation Process designed to help you be clear about those things in life that are most important to you.
At Ming & Associates, our goal is to support our expertise in investment management by providing quality financial planning advice to clients. this is accomplished by creating a meaningful plan that will allow you to do the things in life that are important to you and live your life to the fullest. Our approach to planning is based on our proprietary 5-step Financial Navigation Process, which ensures that your plan is customized to your needs and integrates and optimizes investment, tax, insurance and estate issues.
Although we encourage our clients to take the steps to ensure that their investment management decisions are suitable for them within the context of a comprehensive plan, we realize that this is not always possible or necessary for everyone. We therefore offer a wide variety of other services to accommodate client needs on an individual basis.