Products and Services

MCB Investment Services

Products and Services

Through the auspices of LPL Financial, the financial services team at MCB Investment Services focuses on four principal areas: Investments, Retirement Plan Consulting Services, Insurance and Financial Planning.

Investments

Fee-based Investment Management Accounts consisting of:

  • Individual stocks, stock mutual funds and stock exchange traded funds
  • Individual bonds, bond mutual funds and fixed income exchange traded funds
  • Traditional, Roth, and Simple IRA's
  • 529 college funding plans

Retirement Plan Consulting Services

Retirement Plan Consulting Services including:

  • ERISA § 3(21) and § 3(38) fiduciary services
  • 401(k) and 403(b) plan design review and search services
  • Investment committee support and guidance
  • Participant education and newsletters

Insurance

  • Life insurance for individuals, groups or estate planning strategies
  • Disability insurance
  • Traditional and hybrid long-term care insurance

Financial Planning

  • Comprehensive financial planning
  • Planning for specific goals or events

Riskalyze Technology

Riskalyze is cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Riskalyze helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Together, we can take the guesswork out of your financial future.

How Does Riskalyze Work?

Capture Your Risk Number

The first step is to take a 5 minute quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.

Align Your Portfolio

After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

Meet Your Retirement Goals

Before we’re finished, we’ll also review your progress toward your financial goals by building a Retirement Map. When you’re done, you’ll fully understand the probabilities of success, and what we need to do to increase it.

You can go to Riskalyze here

Read more here

 
 

The Team

VIEW PROFILE
Todd Jones
Sr. LPL Financial Consultant
VIEW PROFILE
Cindy Widener
LPL Registered Assistant
VIEW PROFILE
Cindy Widener
LPL Registered Administrative Assistant