Who We Are
Minao Financial and Insurance Agency is a Licensed financial and leadership development firm providing investment guidance and training to individuals, families, and organizations.
Our services compass Trust Fund, Will, Insurance, Investment, Savings, and Retirement Planning. With our long-term planning scheme and guiding principles, we focus on the security of our client’s future, preservation of investment, and income generation through the disciplined management of our client’s portfolios with the aim of helping them attain financial freedom.
With the staggering amount of misinformation and misdirection around finances, retirement, insurance, and markets, Minao Financial and Insurance Agency has built a team of passionate, reliable, credentialed, and licensed financial professionals whose mission is to deliver facts, evidence, and custom solutions to your financial problems.
As independent financial professionals, we are obligated and bound by law to put our client’s interests before ours. We know that when you select a financial professional, you are putting your trust, your savings, your hopes, and your life in someone’s hands. We respect that, we are humbled by that and we don’t take it for granted.
We Help Our Clients To:
- Insure their future
2. Protect their lifestyle
3. Plan for retirement
4. Provide for their loved ones
5. Enjoy their wealth
6. Build a legacy
Why Choose Us?
We recognize that every client is different, and we carefully tailor our services to each one’s individual needs and circumstances. We take a personalized approach to understanding and meeting their financial needs, financial planning goals, and objectives.
We offer full financial planning services
We consider financial management as just one aspect of the financial planning process, and we encourage our clients to work with us to develop a comprehensive financial plan. Financial planning is important at every stage of life – for younger clients building families and saving for college education, and for older clients planning for their retirement, estate, and charitable giving goals
We are an independent financial professional
We are an independent financial professionals. We are not a broker or a dealer, we are not affiliated with or owned by a bank or an insurance company, and we receive no commissions on transactions. Our compensation comes solely from fees based on the value of the assets under our management. This fee structure aligns our interests with those of our clients and allows us to focus on increasing the value of our clients’ portfolios. We also invest our own personal assets in the same securities we purchase for client accounts – in other words, we eat our own cooking
We take a long-term approach
We take a long-term approach to investing based on the proven principles of value investing. We are not frequent traders and do not try to time the market. Rather, we buy and hold high-quality securities issued by companies that we consider to be financially sound with attractive growth prospects and whose value we believe is likely to increase over time. These are Warren Buffett’s basic principles of long-term, value-oriented investing
We are problem solvers
We see ourselves as not only financial professionals but also as problem solvers for all financial needs. We assist our clients with everything from finding the best mortgage solution to evaluating their insurance coverage and setting up charitable giving accounts. We also can refer clients to expert professionals in the areas of tax planning, estate planning, and insurance. Whatever the need, we can help find the solution with objective, trustworthy guidance
Our Values
Truth and Transparency
The foundation for all meaningful relationships is forged in trust, accountability, and transparency. You should expect nothing less from us.
Professionalism And Excellence
Our Team strives to be lifelong learners and prides themselves on bringing that experience and knowledge to bear for clients.
Hard Work And Optimism
The only rational worldview. The preponderance of evidence suggests that the human condition is one of continuous innovation and reinvention. We’ll bet on that!
Esteem And Appreciation
Both for the individual client and the significance of the financial planning process. We help clients through the execution of life-altering decisions, and we respect the magnitude of this process, both economically and psychologically.
Passion And Loyalty
Because without it, what’s the point? Our clients are passionate about growing their businesses, educating their families, enriching their communities, and achieving life’s pleasures. Minao Venture is passionate about helping make those dreams a reality.
