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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
  • Market Strategies: Three Ways to Play Defense in Your Stock Portfolio
    Defensive investment strategies share a common goal — to help a portfolio better weather an economic downturn and/or bouts of market volatility.
  • Key Estate Planning Documents
    Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are
  • What's New in the College World?
    If you're the parent or grandparent of a current or prospective college student, you might be interested to learn what's new in the world of higher education.
  • What are the warning signs of financial scams targeting older individuals?
    If you or someone you know has been targeted by a scam artist who is trying to steal money or personal information, you're not alone. According to
  • How can you avoid falling for the Social Security imposter scam?
    The scam generally starts like this. You answer a call or retrieve a voicemail message that tells you to "press 1" to speak to a government "support
    
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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.

 


Check the background of this financial professional on FINRA's BrokerCheck.