At Ming & Associates, our goal is to provide quality financial planning advice to clients. Creating a meaningful comprehensive plan 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 (see Financial Planning), 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 services (see Other Services) to accommodate client needs on an individual basis.