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Two Guys & A Great Idea

The year was 1960. The city: a sleepy citrus town known as Orlando. The two guys were Tony Misho and Steve Reich, a couple of young successful Columbia University grads with a hunger to expand a unique planning process they developed known as ‘Planned Estates’.

The idea was simple: find problems to solve, not products to sell. Tony and Steve decided to take a personalized approach based on the unique needs of each client. The partners established a precedent-setting Two Meeting Plan designed to first discover the specific needs of a client, and then create a customized plan that would best meet those needs.

This innovative, industry-revolutionizing platform would soon be adopted by the Home Life of New York nation-wide and would establish the fundamental way the partners and their firm would successfully engage clients for the next 50 years.

 

The Benefits of a New Partner

Tony Moreno, Sr. joined the firm in 1981 and started the benefits arm of the company: Moreno Financial Services. A native of Cuba, Tony Moreno Sr. was one of the first Certified Financial Planners in Central Florida and would one day serve as president of the Institute of Certified Financial Planners. Under his passionate, dedicated and innovative direction, Moreno Financial Services, a privately owned and operated business, grew into one of the largest Hispanic-owned firms in Central Florida.

 

It’s Still A Great Idea

Today, the professional partners at MPC continue to declare product affiliation independence, providing Central Floridians with personalized, innovative financial strategies that allow them to enjoy living today knowing they have planned for tomorrow.

 

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Important Consumer Information: This web site does not constitute an offer of securities in any jurisdiction.
Neither business transactions nor communications related to securities and/or personalized investment advice for compensation can be made without full compliance with your state’s registration requirements. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners, A Registered Investment Advisor and separate entity from LPL Financial. Licensed to Sell Life Insurance in CA, FL, GA, MI, NY, SC, TX, UT, TN, Puerto Rico. The LPL Financial registered representatives associated with this site may discuss/transact securities business with residents of: CA, FL, GA, MI, NY, SC, TX, UT, TN.

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