Build Wealth, Protect Your Future

At MB Financial Solutions PLLC, we help families and business owners protect their future with tax-advantaged insurance strategies, retirement income solutions and legacy planning concepts. Our goal is to provide peace of mind while maximizing financial confidence through personalized insurance-based strategies, wealth transfers strategies and proper tax planning, our proven approach secures what matters today- while preparing you for tomorrow.

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Our Story

Founded by Madel Baroma, CEO & Certified Tax Specialist (CTS), MB Financial Solutions PLLC is dedicated to empowering families and business owners with financial clarity and security. Madel’s leadership stems from years of helping clients navigate insurance, retirement, and tax strategies that create lasting peace of mind and financial independence.

Financial Services Compliance Certifications

Years Experience

Clients Served

Partner Carriers / Associations

Financial Solutions

We offer expert financial planning, financial strategies, and wealth management solutions tailored to your goals. Our team helps you build a secure future with tax planning, retirement savings, and risk management. Let’s create a roadmap to financial success together!

Insurance Protection

Safeguard your future and loved ones with tailored insurance solutions and understanding life insurance for supplemental income. Whether preparing for life’s uncertainties or protecting against unexpected events, we help you build a foundation of security.

Retirement Strategies

Enjoy retirement without compromise. We design strategies that help ensure your nest egg lasts — so you can maintain your lifestyle and focus on what matters most. Helping you structure insurance solutions that provide guaranteed income streams for life.

Business Strategies

From employee benefits to business continuity planning, we provide small business owners with the financial and insurance tools needed to protect their livelihood and legacy.

Certified Tax Specialist

Smart tax planning is essential to preserving wealth. As a Certified Tax Specialist, MB Financial Solutions PLLC offers tax planning and preparation designed to reduce burdens, maximize savings, and keep your financial goals on track.

Professional Consultation

Our personalized consultations assess your financial picture, uncover opportunities, and deliver actionable strategies.

Debt & Financial Education

Providing financial education to help you manage money wisely, reduce debt, and build toward long term goals. You can the financial audit wordings under professional consultation.

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Financial Concepts

Your financial growth outweighs any challenge with the right strategy. We help you navigate uncertainties and build lasting wealth. Let’s turn obstacles into opportunities for a secure future!

How We Work

Our approach takes the guesswork out of financial planning. We break complex decisions into clear steps so you can focus on protecting your future with confidence.

01.

Understand Your

Goals

We begin with a one-on-one consultation to learn about your financial priorities — whether that’s protecting your family, planning for retirement, securing your business, or reducing tax burdens. Your goals become the foundation of your personalized strategy.

02.

Build a Customized Plan

Using proven strategies in insurance, retirement, business solutions, and tax planning, we design a plan tailored to your needs. Every solution is built with clarity, flexibility, and long-term security in mind.

03.

Guide You Every Step

Financial planning doesn’t stop after the first meeting. We provide ongoing support, regular reviews, and adjustments as your life and goals evolve — ensuring your plan continues to serve you and your family for years to come.

MB Financial Solutions PLLC in Action

These highlights showcase the trust we’ve built and the results we’ve delivered — one client, one success at a time. Our journey is marked by milestones that reflect our passion for helping families and businesses achieve financial confidence.”