MBM Wealth Consultants, LLC - Services

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Services

Value Proposition

Personalized client service is the cornerstone of MBM Wealth Consultants. The services listed below are offered in addition to traditional advice that financial planning companies provide: investment, retirement, estate preservation, education, business succession, and life insurance review/planning.

List of Value Added Services

Quarterly Meeting with Advisor
Personal Wealth Website
Personalized Financial Plan
Company Retirement Plan Review
Quarterly Newsletter
Annual Meeting with CPA & Attorney
Tax Loss Harvesting
Balance Sheet Preparation

Special accommodations as needed

Services

Network of Professionals

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Registered representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 12935 North Forty Drive, Suite 102, Saint Louis, MO 63141, (314) 392-5456. Insurance Representative of American United Life Insurance Company® (AUL) and other insurance companies. MBM Wealth Consultants, LLC. is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.

Matthew Westhoff, William Weckback and Matthew Lapides are licensed and authorized to conduct insurance and securities related business in MO, IL. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.