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Our Services

Often, our clients initially come to us with a specific need in mind. We find, however, that our most satisfied clients take advantage of our integrated planning abilities; formulating an all-encompassing solution that best fits the unique needs of an individual, family, or business.

Where We Will Help

Investment Management

We have a passionately disciplined approach to investment management. We set our standards high because we know that if you succeed, we succeed.

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Tax & Financial Planning

Our proven approach to planning ensures that your plan is customized to your needs and integrates investment, tax, insurance, and estate issues; allowing you to live life to the fullest.

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Insurance & Estate Protection

Take the appropriate steps to protect you and your loved ones against unforeseen events, and ensure a tax efficient transfer of your wealth between generations.

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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.

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 and will help with only Investment management recommendations when appropriate.

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It is our strong belief that to be successful in reaching your goals it is necessary to have a plan in place and to follow a process. That is, to make your life and financial decisions not by accident but by design.

Remember, successful people ACT towards the future they want!

Our Clients

Their honesty and customer service is right up there, with the knowledge and recommendations on where investments should be made. When it’s time for a change Tim is always honest with us on where any changes should be made.

Janet McDonald

To me, it is their personalized service. When something happens, you can go in and discuss your options. The whole team knows your plans, listens to your needs, and can help you make adjustments.

Richard Dumoulin

They are very courteous, friendly and find them very professional. They are good at taking care of time sensitive matters and you get a general sense of being taken care of.

Ginny Blair

The fact they take time to discuss with you their knowledge base, they give you all the options then give you their opinion and let YOU make the final decision.

Elisabeth 

Their integrity and 1-on-1 communication skills, always personable. Tim and his team make you feel comfortable no matter how much you are investing.

James

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