Fee Only Financial Planning

Mezrah Financial offers comprehensive financial planning solutions. A Principal from our firm meets with every new client and fills out a confidential questionnaire, which allows us to get a snapshot of your current financial status. From there we can evaluate your situation and formulate a custom plan for both your short and long term financial goals.

This may include:

  • Formulate an efficient way to pay down debt
  • Act as negotiator in all aspects of your financial and personal situation. In other words, we will negotiate discounted fees as it relates to your stock brokerage accounts, life insurance portfolio, home mortgage, car purchases, etc.
  • Establish a team of advisors to collaborate on your specific financial goals – This would include ourselves, an attorney, and a CPA
  • Access to professionals offering discounted fees to our clients
  • Business succession planning
  • Estate planning
  • Net worth evaluation
  • Cash flow modeling based on retirement age assumptions
  • College education planning

In this area, we review all aspects of your financial situation and will either charge you our customary hourly rate for this service, or charge you a flat rate, depending upon the size of the project. Our Fee Only division will act as more of a consultant to you, based on what you are looking for.

Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Mezrah Financial is independantly owned and operated. Mezrah Financial is a member of M Financial Group. Please go to mfin.com for further details regarding this relationship. Mezrah Financial and their agents Lee Mezrah and Leon Mezrah are presently licensed to sell traditional life insurance in the states of CT, FL, GA, IL, NJ, NY, OH, PA, TX, UT, VA, and WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service. Mezrah Financial and their Registered Representatives Lee Mezrah* is currently licensed to sell variable life and annuity products, as well as other securities products, in the states of CA (#OJ13269, CT, FL, GA, IL, MD, MO, NJ, NV, NY, and OH. Residents of other states should consult with a local Registered Representative for securities products.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.