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MANAGING RISK

We’ve Got Your Back.

Risk Management is a critical component of a well-designed financial plan. At MPC, we have proven techniques specifically designed to reveal how uncertainties in the economy and both predictable and unpredictable life changing circumstances (the passing of loved ones, disabilities) can affect your financial plan. Once we’ve revealed these possible scenarios, we then recommend measures designed to reduce the risk of potential damage to your financial and physical assets, exposure to legal liability, or injury to your family, employees or customers. 

As your independent advisor, MPC can design the right mix of insurance and financial services designed to protect you today and tomorrow. With creative approaches for both individuals and corporations, MPC is focused on maximizing protection, preserving wealth, and planning for the future. Our strategic insurance programs include plans for individual life, disability, and long-term care. 

We work closely with each client to gain understanding of their needs, and then develop innovative programs, using insurance when appropriate as a funding vehicle to address their goals.

Teamwork Makes Your Dream Work

With more than 80 years combined experience, MPC’s team of smart, experienced professional partners work both together and separately to develop creative solutions and effective strategies specifically tailored to your life or business.

Individuals

  • Policy portfolio review and analysis
  • Liquidity planning
  • Wealth preservation planning
  • Income replacement and protection
  • Long-term care planning
  • Disability Income planning

Corporations

  • Portable products to supplement group disability and life plans
  • Key person funding strategies
  • Buy/sell succession funding strategies
  • Programs to attract, retain and reward
    executive talent
  • Business overhead coverage.

 

                    407.246.1515   |   Email Us.

Comprehensive Financial Planning     Developing & Managing Investment Plans

Designing Employee Benefit Plans     Business Development

Planning for Sale or Transition of Business     Managing Risk

Risk Management
Specialists

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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