Our Story
At MB Financial Solutions PLLC, we believe that financial confidence comes with clarity, protection, and education. Founded by licensed insurance professional and Certified Tax Specialist, Madel Baroma, our firm is dedicated to helping families, professionals and business owners take control of their future.
We focus on insurance-based strategies designed to:
Provide tax-advantaged retirement income
Protect families with life insurance solutions
Support business continuity and succession planning
Guide clients with financial literacy and tax education
As an independent contractor, we are not tied to a single provider. This allows us to recommend solutions that align with your unique goals and values. Whether you are planning for retirement, building financial safety net, or looking for legacy strategies, our approach puts education and protection first.
Our Mission
To empower individuals and families with simple, transparent, and compliant strategies that build lasting financial confidence-without the confusion of Wall Street jargon.
Our Values
Integrity: We provide honest, transparent guidance in every plan we create, so you always know where you stand.
Resilience: We build financial solutions designed to endure life's uncertainties, ensuring your long-term security.
Clarity: We use straightforward strategies that remove confusion and empower you to take confident action.
Community: We are dedicated to helping families and businesses across North America thrive, one financial plan at a time.
Frequently Asked Questions
ABOUT OUR SERVICES
What makes MB Financial Solutions different from other financial advisors?
We prioritize personalized, one-on-one coaching over a one-size-fits-all approach. Our focus is on providing you with focused, goal-oriented education, not just a plan. We work alongside you every step of the way to ensure you feel empowered and confident in your financial decisions.
Who is your ideal client?
Our services are for anyone, from families to business owners, who wants to simplify their financial life and gain control over their future. If you are ready to take an active role in building your wealth and protecting your assets, we are here to guide you.
Do you work with clients outside of North America?
While we are dedicated to helping families and businesses across North America thrive, we are also equipped to assist with international financial planning. Please contact us to discuss your specific situation.
What specific services do you offer?
Our financial solutions cover a wide range of needs, including family finance, business development, retirement planning, budgeting, and financial strategies. We create a customized plan based on your unique goals and concerns.
ABOUT OUR PROCESS
What can I expect in my first consultation?
Your initial consultation is a conversation, not a sales pitch. We will discuss your current financial situation, your goals, and your biggest financial concerns. It's an opportunity for us to understand your needs and for you to learn how our personalized coaching can help you achieve your goals.
How often will we meet, and what is your communication policy
The frequency of our meetings is based on your individual needs and the complexity of your plan. Our commitment to you includes regular check-ins and an open line of communication to address your questions and adapt to any changes in your financial life.
Will you handle my financial stategies directly?
As financial coaches, we provide education and guidance on financial strategies. Our purpose is to equip you with the knowledge to make informed financial decisions for yourself. However, we can refer you to trusted professionals who can manage finances for you.
What specific services do you offer?
Our financial solutions cover a wide range of needs, including family finance, business development, retirement planning, budgeting, and investment strategies. We create a customized plan based on your unique goals and concerns.
COST & TRANSPARENCY
How are your fees structured?
We believe in honest and transparent guidance. Our fee structure will be clearly outlined and discussed with you during your initial consultation. We are committed to ensuring you understand the costs associated with our services upfront.
Do you receive commissions for recommending other services?
MB Financial Solutions PLLC operates with integrity and transparency. We prioritize your best interests above all else and will disclose any potential conflicts of interest. Our recommendations are based on your needs, not on commissions.
BUILDING A BETTER FUTURE
Is is too late to start financial planning?
It is never too late to take control of your financial future. We work with individuals and families at all stages of life, from young professionals just starting to save to those nearing retirement. Your financial journey begins when you decide to take the first step.
How will MB Financial Solutions PLLC help my family's financial security ?
We provide straightforward, practical strategies that teach your family how to make smarter financial decisions together. This creates resilience against life's uncertainties and helps you build and protect your family's wealth for future generations.
What happens if my financial situation changes?
We understand that life is full of changes. Your financial plan is a living document that we will review and adjust with you as your circumstances evolve. Regular check-ins ensure your strategy remains aligned with your goals.
Helping you achieve financial success with expert guidance and personalized strategies.
Opening hours
Mon - Fri : 9AM - 4PM
Saturday: 11AM - 2PM
© MB Financial Solutions PLLC. 2025. All Rights Reserved.