MAP Portfolio Program

McMahon Financial Advisors is an independent investment management firm that provides wealth management and financial planning strategies. Our exclusive MAP™ process utilizes advanced financial planning technologies. This unique paring of technology, along with our advisors’ experience, provides a comprehensive value based planning process that yields a client focused MAP™ for the road ahead.

Click on each chapter to learn more.

01 Information Collection & Goal Identification

02 PATH Precisely Allocated Tactical Holdings

03 Global Asset Allocation

04 Account Aggregation / Life Map Implementation

05 Tax Sensitive Rebalance and Monitoring

06 Ongoing Fine Tuning and Review