M&T Financial Group

About us

Who we are

Located in Manhattan Beach, CA but servicing additional clients in the Metro-Atlanta and Metro-Detroit areas, Michael Croom is making a name for himself as a pre-and-post-retiree financial planning expert! He knows that fears about outliving assets and making costly financial mistakes before and during retirement are on his client’s minds. Striving for the highest level of professionalism and service are ways that Michael plans to ease these fears.

M&T Financial Group Process

How we do it

Are there any weak links in your financial plan?  Your retirement journey should be ready for any storms that  could come your way. We will provide you with the tools and strategies to reach your financial destination.

1

Discover

We will get to know who you are and what you need out of your retirement journey.

2

Implement

Our team will create a unique retirement strategy that will navigate you through the rough waters of retirement.

3

Monitor

We will monitor your plan to make sure you’re sailing in the right direction. Our crew will meet with you twice before your customized plan is complete.

Meet our team

Michael Croom

President & CEO

Traci Croom

Director of Client Services

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