Our Services
Working For You.
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.
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.
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.
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.
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!