mABC Investment Advisors engages in broad based, modular, and consultative financial planning services. Advice provided under broad-based financial planning will typically involve providing a variety of services, principally advisory in nature, to Clients regarding the management of their financial resources based upon an analysis of their individual needs. The process typically begins with an initial complimentary consultation. During or after the initial consultation, if the Client decides to engage mABC Investment Advisors for financial planning services, pertinent information about the Client's personal and financial circumstances and objectives is collected. As required, mABC Investment Advisors will conduct follow up interviews for the purpose of reviewing and/or collecting financial data. Once such information has been studied and analyzed, a written financial plan - designed to achieve the Client's expressed financial goals and objectives - will be produced and presented to the Client.
In some circumstances, Clients may only require advice on a single aspect of the management of their financial resources. For these Clients, mABC Investment Advisors offers financial plans in a modular format and/or general consulting that address only those specific areas of interest or concern.
Financial plans are based on the Client's financial situation at the time the plan is presented and on the financial information disclosed by the Client to mABC Investment Advisors . Clients are advised that certain assumptions may be made with respect to interest and inflation rates and the use of past trends and performance of the market and economy. Past performance is in no way an indication of future performance. mABC Investment Advisors cannot offer any guarantees or promises that the Client's financial goals and objectives will be met. As the Client's financial situation, goals, objectives, or needs change, the Client must notify mABC Investment Advisors promptly.
mABC Investment Advisors, LLC is a registered investment adviser in the state of Texas and may be registered in other states. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation will not be made without registration or exemption.