Today's investment climate offers many opportunities. At Mottau & Company our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  • A clear understanding of their financial goals
  • A well-defined roadmap for achieving those goals
  • Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.

On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. For help with your financial management, or for more information on Mottau & Company please contact us today.

Market Summary
Newsletters
  • Projecting a Happy Retirement
    A 2015 study found that 41% of households headed by someone aged 55 to 64 had no retirement savings, and only about a third of them had a traditional pension. Among
  • Debt Optimization Strategies
    As part of improving your financial situation, you might consider reducing your debt load. A number of strategies can be used to pay off debt. However, before starting
  • Common Financial Wisdom: Theory vs. Practice
    In the financial world, there are a lot of rules about what you should be doing. In theory, they sound reasonable. But in practice, it may not be easy, or
  • Can I make charitable contributions from my IRA in 2016?
    Yes, if you qualify. The law authorizing qualified charitable distributions, or QCDs, has recently been made permanent by the Protecting Americans
  • Can I name a charity as beneficiary of my IRA?
    Yes, you can name a charity as beneficiary of your IRA, but be sure to understand the advantages and disadvantages.
    
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Securities and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC and a registered investment advisor. Mottau & Company, Inc. is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of AZ, CA, MI, NM, NV, OR and WA.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

 IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.