The Mynt Planning Philosophy

The Mynt team cares deeply about our clients. We want what's best for you and your family, and your business so we ask questions to get to the heart of what keeps you up at night. Then we build a plan forward that puts your goals at the core of what we build.

 

Financial strategies tailored to your life

You’ll have multiple strategies within your plan, built from financial options specifically selected to help you reach the goals you have for right now and later on.

A wide range of financial options

Get access to more financial options designed to reinforce each other so your plan can work its hardest for you, including investments for growth, insurance for protection, and annuities for help with income in retirement.

Your go-to financial expert to guide you

Your advisor listens to what’s important for you to do today and down the road and designs a plan, with personalized recommendations tailored to your life, to help make it happen.

The flexibility to pivot as your priorities change

When your priorities shift throughout your life, we’ll work with you to shift the strategies in your plan. So your plan stays flexible, and you stay on track to meet goal after goal.

A real-time digital plan personalized to you

You’ll see where you are today and how you’re doing over time, tracking your goals to reveal the progress you’ve made, any gaps you might have, and any opportunities we find.

The confidence to know you can live the life you’ve always wanted

Because your financial plan is based on your priorities, it’s uniquely designed to help you do the things you’ve been dreaming of. So you’ll always know you can.