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Senior couple smiling at phone, Securing your future wealth management.

We provide personalized financial advice, no matter where you are in life or how complex your financial needs may be.

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We start by getting to know you and your long-term investment goals.  Then we determine the financial roadmap and tax strategies that will navigate you towards the future you want. From building a nest egg or saving for college to estate planning, we take a diversified and tailored approach to financial management.  

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We are thrilled to welcome Timothy A. Ginn, CFP®, CPA*, to the MBIA Capital Advisors team as our new Senior Financial Advisor. With over 27 years of experience in comprehensive financial planning and investment advisory, Tim brings a wealth of knowledge and expertise to our clients. From executives and affluent families to physicians and closely-held business owners, Tim has built a reputation for delivering thoughtful and personalized financial guidance.

MEET TIM

Financial Insights by MBIA Capital Advisors

Complimentary Financial Review

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Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.

Shows how transfer-on-death designations help avoid probate costs.

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Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Use this calculator to determine whether you qualify for the different types of IRAs.

Use this calculator to estimate how much income and savings you may need in retirement.

Determine whether you should consider refinancing your mortgage.

How Long Will It Take to Pay my Balance?

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