M.A.P. Advisory

Finances with heart—because we invest in listening before numbers. Your goals, our guidance.

Guiding family members through the pension process showed me how many ordinary people struggle to find reliable financial advice. This inspired me to create M.A.P. Advisory to offer straightforward and tailored financial planning that secures you a future where you can enjoy life on your own terms.

Services

Financial Planning

Financial Planning is designed to empower individuals and families to achieve their financial goals and secure a stable and prosperous future. We understand that everyone’s financial situation is unique, so we tailor our services to meet your specific needs and aspirations. From basic budgeting to estate strategies, our expertise is here to help.

Retirement Planning

Prepare for a worry-free future with our comprehensive retirement planning services. We help you build a personalized roadmap to ensure financial security, combining smart investment strategies, retirement savings, and income planning. With our expert advice, you can retire with confidence, knowing your financial future is in good hands.

Financial Education

We believe in empowering our clients with financial knowledge and understanding. That’s why we take the time to educate you on various financial concepts and strategies so you can ask the right questions and make well-informed decisions with confidence.

Medicare & ACA Health Insurance

Navigating Medicare and ACA health insurance doesn’t have to be confusing. Our expertise and technology simplify the process, helping you find the right plan to fit your health needs and budget. We’ll help you understand your options, choose the right plan, and maximize your benefits, ensuring you have the coverage you need without breaking the bank. Whether you’re approaching Medicare eligibility, seeking a Medicare review, or need guidance on ACA marketplace plans, we tailor solutions to ensure you’re covered with the best possible benefits.

Life Insurance & Annuities

Life insurance and annuities are all about helping you protect what matters most—your family and your future. We know that everyone’s needs are different, which is why we take the time to get to know you and your goals. Whether you’re looking for life insurance to ensure your loved ones are cared for or an annuity to guarantee steady income throughout retirement, we’ll work with you to create a personalized plan that gives you peace of mind. We’re here to help you feel secure about tomorrow, so you can focus on enjoying today.

Social Security Planning

There are over 2,700 rules governing the Social Security program. Many financial professionals are not familiar enough with the rules and therefore, cannot provide authentic or trustworthy advice about your Social Security claiming decisions. M.A.P. Advisory employs the Registered Social Security Analyst (RSSA) certification and training to support you when making Social Security decisions. Get peace of mind knowing you are receiving all the money you deserve and are entitled to.

Empowering Your Financial Future: Secure, Insure, Thrive.

Don’t take on your future alone. Transform your financial future with personalized guidance for a secure and prosperous tomorrow. Take control of your financial journey today!

Future