Think of it as the moat around your castle.
Most financial planners are obsessed with convincing clients to accumulate the largest castle of wealth possible. The May Group, however, recognizes that it’s more important to protect what you have before you “expand your castle.” Without that “moat” of protection surrounding it, it doesn’t matter how large your castle is—you’re always one legal or financial crisis away from losing it.
Here's a short video that explains our approach to custom client solutions:
The May Group offers a practical, common sense approach to secure its clients’ futures, foregoing the clichés and conventional wisdom of the product-focused financial planning business.
"After our daughter and son-in-law became clients of The May Group, they encouraged us to talk with them about our financial future. Even though we are at a different time in our lives, (baby boomers near retirement), we decided to listen to what they had to say.
The May Group has been a true blessing to us.