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Mission Statement

At Jack B. Murad, CPA, MBT Financial Services, we have the client and only the client in mind.  We understand that each client is an individual and therefore, a personalized financial plan must be designed for each and every client.

Our mission is to get to know and understand you, your needs, wants, and long-term goals.  We want to help you develop, implement, and monitor a strategy that’s designed to address your unique situation.

We understand the challenges individuals, families & businesses face today.  From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.  We can show you how to achieve your long term goals while still enjoying your life today.

Our commitment is to utilize all of our resources to help you pursue your goals and achieve financial security.

What it means to partner with an independent Wealth Management Firm: Quite simply, we have no ties to any one particular company, service or product.  That translates to allowing you to be our sole focus.

We believe in thinking “outside the box” and are not afraid to challenge conventional wisdom in our approach to investing, growing & preserving wealth.  All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.