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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
  • Mergers & Acquisitions: What's in the Deal for Investors?
    Merger and acquisition (M&A) activity in North America and Europe reached its second highest level on record in 2018. There were 19,501 deals
  • How Does the Federal Reserve Affect the Economy?
    If you follow financial news, you've probably heard many references to "the Fed" along the lines of "the Fed held interest rates," or "market watchers are wondering
  • How to Recover from a Mid-Life Financial Crisis
    A financial crisis can be scary at any age, but this is especially true when you're in your 40s or 50s. Perhaps you're way behind on saving for retirement or have too
  • What is a college income-share agreement?
    A college income-share agreement, or ISA, is a contract between a student and a college where a student receives education funding from the college today in exchange for
  • How much money should a family borrow for college?
    There is no magic formula to determine how much you or your child should borrow for college. But there is such a thing as borrowing too much. How much is too much? One
    
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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.