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MFA WEALTH SERVICES

Integrating Essential Financial Services Under One Roof

Over the past 15 years we have experienced a period of rapid growth and development. The breadth and depth of the service we provide have continued to expand to satisfy the growing needs you, our valued clients, have communicated.

Asset Management
Investment Counseling
Advanced Wealth Planning and Management
Tax Counseling
Estate Planning
Trust Planning, Administration and Probate*
Corporation, LLC and Partnership Formation*
Professional Relationship Management
Insurance including Annuities, Life and Long Term Care

MFA Wealth Services
100 East Thousand Oaks Boulevard
Suite 258
Thousand Oaks, California 91360

(833) 496-5474

* Legal Services offered through Cornerstone Law Center, an independent Law Firm

Newsletters

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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