MOT Financial Services works with our clients to help define and achieve financial objectives by creating and executing a financial roadmap to help guide them as they prepare for the future.  We bring our own individual area of expertise to each situation, allowing us to offer a high level of guidance and service to our clients at all times.  We work in tandem with all of your advisors, such as your CPA and attorney, to achieve the most appropriate solution.  We are dedicated to helping meet our clients' needs in an ever-changing environment.   

Our team offers business and personal financial strategies.  Areas of concentration are as follows:  

        Michael Blanchar                                                                                                                                                            Scott Green

 

  • Business Services:  Educate business owners concerning financial strategies for themselves and their business
  • Employee Benefits:  Provide business owners with solutions to help meet their key business objectives as well as the needs of their employees
  • Income Protection: Provide clients solutions to help protect their most valuable asset- their ability to earn an income. 
  • Retirement Planning:  Assist clients in accumulation of retirement assets and develop strategies to help turn those assets into a lifetime retirement income stream 

For more information about what we can do to help you reach your goals, feel free to call us at 770-594-7440 or email Michael or Scott.  We look forward to hearing from you. 

 

View our Client Relationship Summary --------------> https://www.massmutual.com/efiles/mmlisi/pdfs/mi1327.pdf