Financial Planning

Everytime you have a life change such as starting a new job, getting married, having a baby, buying a house, sending a child to college, or preparing for retirement comes an opportunity to re-evaluate your financial plan.  Fortunately, you’re not alone in this process.

As a valued added benefit to your membership, you are entitled to a free consultation  with our Financial Advisors, Thomas A. Bonorden, CFP, and Matthew J. Beyer, CFP, who are committed to providing unbiased, knowledgeable, and trusted advice to every member.  To schedule a complimentary appointment, please call 240.599.7490.

Throughout the year, we also offer numerous seminars on topics such as investing, insurance, retirement, taxes, and estate planning.

Services offered:

  • Stocks*
  • Bonds*
  • Mutual Funds*
  • IRA’s – Traditional, Roth , SEP,
    and Simple
  • Retirement Accounts –
    401k’s and 403b’s
  • Tax-Deferred Fixed and Variable
    Annuities*
  • Life and Disability Insurance
  • Long-Term Care Insurance
  • Asset Allocation
  • Professionally Managed Portfolios*
  • Business Continuation Planning
  • Estate Planning
  • Deferred Compensation
  • Employee Benefit Plans
  • Group Health Plans

Experience and credentials

Our firm has been providing unmatched service throughout the region for over 26 years and has created countless lasting relationships with those that we are fortunate enough to call our clients. In addition, we are proud to bring a consistently high level of service to several credit unions, assisting their members with their financial needs.  The members of our firm have literally hundreds of years combined experience within the financial services industry. Many of them have acquired the credentials and designations such as Certified Financial Planner® Professional that assures that you, the member, receives the most thorough and competent financial planning experience possible.

*Registered Representatives of, and Securities, Variable Insurance Products and Investment Advisory Services offered through Hornor, Townsend and Kent, Inc. (HTK), member FINRA/SIPC and registered investment advisor. 307 International Circle, Suite 100, Hunt Valley, MD 21030, (410) 821-2920. MCT Financial Advisors is independent of HTK.

SECURITIES OFFERED BY HTK AND INSURANCE PRODUCTS OFFERED BY MCT FINANCIAL ADVISORS ARE NOT FEDERALLY INSURED,  ARE NOT DEPOSITS OR OBLIGATIONS OF, NOR GUARANTEED BY MCT FEDERAL CREDIT UNION (MCTFCU).  SECURITIES ARE SUBJECT TO INVESTMENT RISKS INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED. HTK and MCT FINANCIAL ADVISORS ARE NOT AFFILIATED WITH MCTFCU. A1CD-0103-01

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