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FINANCIAL PLANNING

Experience is the Key

High net worth individuals and their families need a strong team of professional advisors to help develop an integrated strategy that considers their unique and sophisticated needs. In addition to extensive wealth management experience, each professional at MPC has specific expertise in one or more special areas of business and personal planning to help you create and implement a comprehensive financial plan designed to help preserve and protect your holdings.

 

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• Planning for Retirement
• Protecting Assets with Estate Planning
• Creating a Charitable Giving Plan
• Financial Planning for Women
• College Planning


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Comprehensive Financial Planning     Developing & Managing Investment Plans

Designing Employee Benefit Plans     Business Development

Planning for Sale or Transition of Business     Managing Risk

Life in a Box
the MPC Solution Financial Planning Software

Financial Planning Specialists

Rob Clark,
CFP®
(view bio)
Tony Moreno,
ChFC®
(view bio)
Scott Peelen,
ChFC®
(view bio)
Christina Pinto,
CFP®
(view bio)

© 2016 MPC 407.246.1515

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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