Our Approach

At May Financial Solutions, we’re committed to a comprehensive approach that recognizes the distinct and varied scenarios of every individual, family and business. You have a vision for your future and we can help you make it happen by creating a vivid and attainable plan for success. We like to think of our approach to financial planning in three stages: discover, collaborate and succeed.




Our Brand

Our May Financial Solutions M-Swirl Brand means a lot to us, and while at first glance, it may appear to simply be a play on Chip May’s initials, the meaning goes much deeper into the philosophy we use to get the best for our clients.

The “M” symbolizes the evolution of a path through life, where much like the value of a stock, there will always be ups and downs. The peaks and troughs of the “M” serve as a reminder that nothing is perfect or completely stable, but if you’re well prepared, you can reduce those troughs. Additionally, the curvature of the “M” demonstrates the need to remain flexible as different situations arise.

The “C” is a circle that symbolizes life itself. This circle is incomplete because there are always adjustments and changes in health, relationships and quality of life as we age. While life is not perfect and the circle will never be complete, with planning that gap can be reduced. You can count on our team to help you constantly reevaluate your plan as your life moves forward.

Our Strategic Alliances

The best, most effective financial planning happens when a team of professionals works together with your best interests in mind. If you have existing team members you trust, such as a CPA or attorney, we’re happy to work with them, and we can also bring in our own subject-matter experts as needed. Some of our strategic alliances are detailed below.