What Makes Us Unparalleled

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.

Our Clients Say...

"Your comprehensive and fresh analysis of financial situations has put me in a much better situation than conventional financial planning has over many years. For the first time in 30 years, I have been introduced to fresh ideas and creative ways to finance them with no additional expenses to me.

- Michael E., M.D.

Start your plan early!

Life Planning Perspective is the differentiator that sets us apart from the rest of the industry.