Practical strategies for every stage of life.

Whether you're a family needing guidance, an individual looking to build wealth, or a business owner aiming for financial strength, our personalized 1-on-1 coaching is designed to help you achieve your goals.

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For Families

Take control of your household finances. We provide education and support on topics like budgeting, saving for major milestones, and securing your family's future against the unexpected.

For Individuals

Create a clear path to your personal financial goals. Our coaching helps you navigate everything from debt management and investments to retirement planning.

For Business Owners

Build a stronger, more resilient business. We work with you to create robust financial strategies that support your growth, manage cash flow, and build long-term business wealth.

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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What are clients say about us

Outstanding Service Value

"Miss Madel Baroma educated me thoroughly about preparing for my long-term care future needs and guided me in diversifying my portfolio. She introduced me to strategies such as leveraging the cash value of life insurance to create supplemental, tax-free retirement income. Her expertise, patience, and ability to explain complex financial concepts in a clear, approachable way have given me confidence and peace of mind about my financial future. I am grateful for her professionalism and the value she brought to my planning process."

— Prof. Tun Lwin, Northeastern University, MA

Clarity & Confidence

"Miss Madel Baroma educated me thoroughly about preparing for my long-term care future needs and helped me diversify my portfolio in meaningful ways. She guided me on leveraging the cash value of life insurance to create supplemental, tax-free retirement income and supported me through my 401(k) rollover into a lifetime income, tax-deferred portfolio. Her professionalism, knowledge, and commitment to my financial well-being have given me greater clarity and confidence in my future planning."

— Kyi Kyi Naing, Medical Billing and Reimbursement, Dallas, TX

Defined & Tailored Plan

"She thoroughly helped me prepare for my long-term care future needs—not only for myself but also for my two adult children. She guided me through legacy and estate planning, showed me how to diversify my portfolio by leveraging the cash value of life insurance for supplemental, tax-free retirement income, and assisted my spouse and me with rolling over our defined benefit plans into a lifetime income, tax-deferred portfolio. In addition, she educated us on effective tax strategies tailored to our medical practice businesses."

— Angie Wong, Business Owner, Brooklyn & Queens, NY

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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!