NEW Budgeting Module
Our New Budgeting Module
Our new Budgeting Module helps financial institutions streamline the creation, management, and analysis of budgets. Built to support dynamic forecasting, multi-scenario planning, and real-time variance tracking, the module provides the flexibility needed to adapt to changing conditions.
Budget Reporting
Our budget reporting is comprehensive and provides clear recommendations to help you confidently forecast for the upcoming year. We aim to make the budgeting process simple and efficient—no more spending months on budgeting. By partnering with the MFA team and leveraging our online tools, you can quickly and accurately create your budget.
Your budget will include:
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Balance sheet historical data and projections
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Income statement historical data and projections
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Loan portfolio detail
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Investment portfolio details
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Deposit and borrowing details
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Detailed ratio analysis
The result: McQueen Financial Advisors delivers a detailed and effective budget solution entirely online.
Why McQueen Financial Advisors?
McQueen Financial Advisors is uniquely qualified to provide you with an interactive, easy to use and comprehensive budgeting tool online. Our expertise in ALM, investments and data allow us to be your friendly solution. We know your institution:
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We know your data
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We know your investments
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We understand profitability
About Us
Leading nationwide provider of financial advisory services
Address: 1239 Anderson Rd, Clawson, MI 48017
Phone: (248) 548-8400
Email: info@m-f-a.com
Services
We provide our clients with expert, personal, professional, results-oriented service designed to provide a competitive advantage in an ever-changing market.
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