Mott & Associates Inc is a fee-only financial advisory firm registered with the Securities and Exchange Commission offering services to affluent clients to assist them in identifying and achieving their goals. The firm's mission is "creating financial strategies for living a life of value." This mission is accomplished through the completion of a Financial Road Map™, a tool that gives the client a clear visual summary of what is important to them, where they are and where they are headed. A written financial plan tailored to their goals, values and unique situation is created with specific recommendations in six major areas of finance. Then Mott & Associates Inc acts as a Trusted Advisor to assist the client in implementing their financial plan by providing ongoing cash and investment management of all client financial assets, tax planning and preparation, basic estate planning and insurance/risk analysis.

Mott & Associates Inc charges a financial planning fee payable in advance for creation of the financial plan and an annual financial management fee paid quarterly. The minimum financial planning fee is $3,000 and the minimum annual fee is $6,500. This fee structure and unique services provided by Mott & Associates Inc enables our clients to achieve their goals and fulfill what is truly important to them. Mott & Associates Inc offers advanced estate planning and asset protection strategy services for additional fees. In the future, we plan to offer "administrative family office" services such as bill payment, executive secretarial, bookkeeping, and personal concierge services and nursing home research.

Mott & Associates Inc offers comprehensive services, competitive annual fees, standardized reporting that communicates a current "state of the client" to each client, combined with a Christian-based service ethos that works hard to give our clients unbiased advice and outstanding service.