January 2013: What’s New at Marin Financial Advisors?

Posted by on Jan 9, 2013 in MFA Insights

At MFA we subscribe to the adage that “he who stops getting better, ceases being good”.   Behind the scenes we are constantly evaluating our processes with the idea of providing an excellent client experience.   We remain open to new and better ways of doing things – please provide us with your suggestions for how we might improve.

Tim and Dave will mark their tenth anniversary working together in March of 2013.  As we have enhanced our service, growth has followed naturally and organically.  We are pleased to report that we recently surpassed a milestone:  MFA now has over $200 million under advisement.  Our success is a direct result of your continued support and we thought you might like to hear of some of what we accomplished in 2012 and are pleased to offer you:

1)      Company 401(k) Plans – in September we hired Kevin Root, to focus on providing MFA investment portfolios to company 401(k) plans. Kevin earned his undergraduate degree in Economics at Stanford and his MBA from Columbia.   New regulations are forcing employers to be more transparent and we feel our solution will not only save companies money but improve employee participation and investment results.  Please contact us if you know of a company 401(k) plan that can use some improvement. *

2)      Long Term Care Planning – we now have on retainer, Allen Hamm, author of the book “How to Plan for Long-Term Care”, an expert in this type of insurance that pays for in-home and nursing home care.  He is available by our referral to help MFA clients determine, in an unbiased manner, if they should purchase insurance or to thoroughly review a policy they may already have in place.  Let us know if you would like to have a conversation and we will introduce you to Allen.

 

3)      Social Security – we have acquired new software to help us assist in the decision about when to take payments.  As you may know, the rules are complex and a better decision can result in thousands of dollars in increased benefits over a lifetime.  Please contact Dave or Tim if you would like to help with optimizing your Social Security benefits.

 

4)      MFA Portal & Reporting – our technology has continued to improve the graphics and performance reporting on your client portal and quarterly reporting.  Please contact us for an online session to get the most of this online personal tool or if you have questions about any reports on your review.

 

5)      Investment Returns – we are seeing value added to portfolio returns from our investment in the last two years in software that enables us to better rebalance your investments.  The software helps us closely track our portfolio models while limiting transaction costs and enhancing tax efficiency.

 

* Kevin’s background is on our website at http://www.marinfa.com/about-us/who-we-are/