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MnE Family Financial Solutions

Empower Your Retirement Journey

Expert Solutions for Late Start Retirement Planning

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M&E Family Financial Solutions LLC

Our Mission

At M&E Family Financial Solutions LLC, we help you develop a plan before you need a plan.  We understand the challenges of planning for retirement, especially for those who have started late. Our mission is to provide expert guidance and personalized strategies to empower individuals with a late start to take control of their financial future.  How will you and your family survive the inflation rates Americans are challenged with now and may possibly be faced with in the future?  We can help you develop a financial plan. We are dedicated to helping you achieve a fulfilling retirement.

Who We Are

If you are late in life to start your retirement and you're  worried about what your financial future is going to look like, so were we. I was able to navigate the confusing world of insurance and retirement, and design an IUL that gave me both financial security in retirement and offers my family financial protection.

Our Vision

Our vision is to be an advocate for individuals of any age that are worried about having a late start in retirement planning. We strive to redefine traditional financial approaches, offering innovative solutions and unwavering support to help you navigate the path to a prosperous retirement.

About Us
Smiling Mature Man

Why Choose Us

RETIREMENT 
BUILT FOR WHAT LIES AHEAD

Specialized Expertise

My wife and I are two middle-aged people who didn't have the opportunity to be taught financial strategies at a young age. We had a late-start toward planning our retirement. We decided to learn all we could about financial planning, obtained a license to sell insurance, and we helped ourselves into a better retirement and have helped so many families do the same. If you're in the same boat, getting a late start planning your retirement and protecting your estate, you will benefit from our specialized expertise in late start retirement planning. We combine in-depth knowledge with a deep understanding of the unique financial challenges you may face.

Tailored Solutions

An Indexed Universal Life Policy (IUL) matched with a Long Term Care Rider (LTC) can give you stability in retirement and the ability to borrow against the cash value becoming your own banker (Infinite Banking). All this while protecting your family with a death benefit that can be used as a living benefit. Your financial well-being is our top priority.

Client-Centric Approach

Experience a client-centric approach that prioritizes your financial success and peace of mind. We are dedicated to building lasting relationships and being your trusted partner on the path to a secure retirement.

Why Us

Get In Touch

Ready to take charge of your retirement?

Reach out via the details below to schedule a consultation and start your journey towards a fulfilling retirement. This site is still under construction.

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Address

2795 E Cottonwood PKY Suite 300

Box 1165

Salt Lake City, UT 84121

Call Us 435.922.9430

Book Your Free Consultation Today!

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