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The M Group & Associates

4515 S. McClintock Dr #221
Tempe, AZ 85282

Phone:

480-448-2761

Fax:

480-393-1859

E-mail:

Invest, Protect & Enjoy Your Wealth

The M Group & Associates is a private wealth management firm located in Tempe, Arizona that was founded in 2012.  We are a full-service wealth management firm committed to helping people reach their financial goals by offering a wide range of financial products and strategies.  We understand that individuals face unique challenges as they prepare for retirement.  We can help take the mystery out of preparing for today and tomorrow.  Whether your goal is planning for retirement, college savings, or just looking for a fresh investment perspective, our customized service focuses on your needs, wants and wishes.           

We are pleased to have you visiting our site and encourage you to explore the different pages to learn more about our firm and the services we provide.  Please call today if you think your course of action is out-of-date. Most people need to review their financial strategy each year to help ensure that it is in line with their current goals. If it's been a while, act today.  We look forward to hearing from you!

Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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