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Retirement & Insurance Planning

Mission Financial Advisors manages investments on behalf of our clientele.  From Investment Advisory Accounts, to Mutual Funds and Annuities, our firm makes available a broad product selection from which to choose.  Please see our Products & Services tab for a more expansive list of offerings.

In addition to wealth management, Mission Financial Advisors utilizes Retirement Planning in an attempt to improve one's odds of achieving financial success. To pursue this goal, we harness Retirement Planning software and other various technologies to help guide us in our quest to plan the following: Estimated savings goal(s); Estimated Insurance need(s); Estimated retirement age(s); Estimated retirement income; Estimated portfolio life-span; Etc.  A minimum household account size of $150,000 must be met *prior to engaging in financial planning services.  Please CLICK HERE for *Eligibility & Restrictions.  

Mission Financial Advisors believes the following attributes and actions play a significant role in the way you plan for, and enjoy both your working and retirement years:

Planning - Luke14:28-33

Consistency - Proverbs 21:5

Faithfulness - Matthew 25:14-30

Diversification - Ecclesiastes 11:2

Trust - Matthew 6:25-34

Enjoyment - Ecclesiastes 8:15

Would you like to know more about the Mission Financial Advisor Retirement Planning & Wealth Management?  You can speak directly with a Financial Advisor by contacting our Martinsburg, WV office at (304) 263-3030.  Click here to view our other products & services.