At MB Financial Planning, we differentiate ourselves by customizing every aspect of your financial experience—from investments to budgets. Passionate about helping veterans and first responders, we provide comprehensive financial planning, investment advice, tax planning, risk management, estate planning, and more. O
ur team includes experienced advisors like Michael Bronson and Chris Sarasin, who bring expertise in finance, law enforcement, and tax preparation. We offer flat-fee financial planning, hourly consultations, and AUM-based investment management, ensuring transparent pricing and fiduciary duty to our clients.
Fee-only fiduciary firm
Specialization in veterans and first responders
Flat-fee financial planning
Comprehensive service suite including tax preparation and estate planning
Services
Comprehensive Financial Planning
Tailored financial planning covering budgets, retirement planning, and investment strategies.
Customized financial plansBudgeting assistanceRetirement planningInvestment strategy development
Investment Management
Asset allocation and investment account management through Charles Schwab.
Asset allocation strategyInvestment vehicle informationBroker/dealer or custodian setup
Tax Planning Strategies
Minimize current and future income taxes as part of overall financial planning.
Tax efficiency analysisAccount type recommendationsConsideration of future tax law changes
Risk Management
Analysis and planning to mitigate major financial risks.
Premature death analysisDisability and property loss coverageLong-term care planning
Estate Planning
Analysis of estate tax exposure and development of estate planning documents.
Estate tax minimizationWill and trust creationPowers of attorney and related documents
Tax Preparation Services
Professional tax filing services for federal and state returns.
IRS E-File complianceFee based on complexityNo sensitive information required in inquiry
Credentials & Certifications
Advanced Graduate Studies in Financial Planning
Since 2015
MBA
Since 2012
BS in Criminal Justice and Political Science
Since 2006
Enrolled Agent (EA)
Since 2013
Reviews
Rating
5
★★★★★
Reviews
13
"I trust my money with them 100% especially in this crazy market."
Frequently Asked Questions
What types of clients do you typically work with? +
We specialize in serving veterans and first responders, offering customized financial planning and investment advice tailored to their unique needs.
How do I pay you? +
We offer flat-fee financial planning at $120/month, hourly rates starting at $200/hr for brief engagements, and AUM-based investment management fees.
Are you licensed and insured? +
Yes, we are an Investment Adviser registered with the SEC and State of Rhode Island, licensed with a Series 65 license, and insured through Starkweather & Shepley, Providence, RI.
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