Financial Planning

Advice for a Lifetime

Our robust financial planning is designed to help you make the best possible decisions to achieve your goals and enjoy the lifestyle you desire. The independent, objective, personalized guidance we provide is intended to empower you through each stage of your life and as your personal circumstances change. 

An Answer for Every Question

Clients often tell us that we answer both the financial questions they ask and the ones they never thought to ask. For example:

  • When can I comfortably retire?
  • How do I best generate income in retirement?
  • How do I determine the optimum price and deal structure to sell my business so that I maximize its value and maintain my current lifestyle?
  • What’s the best way to minimize income and estate taxes?
  • Can I stop working to care for a loved one?

Our goal is to put you in control and minimize any financial anxiety.

Dare to Dream

We encourage our clients to dream about possibilities for their life and their legacy that they never thought were imaginable. Together, we then determine the best possible ways to live your life to the fullest and make a positive impact in the lives of people and causes you care about.

  • Purchasing a vacation home
  • Switching careers
  • Buying a business
  • Supporting educational expenses for grandchildren
  • Fulfilling a charitable mission
  • Leaving a multi-generational legacy

An Integrated and Collaborative Financial Planning Experience

Providing Advice for a Lifetime integrates these personalized steps:

Learning about you. From the minute you engage with us, we’re dedicated to understanding your goals, values, and priorities in life. We conduct an in-depth discovery to understand your personal situation and how it intersects with all the financial aspects of your life.

Evaluating the data within the context of your world. This means understanding how different aspects of your wealth picture interact with each other and influence what you hope to achieve. We assemble a handpicked advisory board of experts from an array of disciplines who work together behind the scenes to strategically recommend the best possible options for your situation.

Collaborating on your options. We review our findings and recommendations with you through a highly interactive combination of deep discussion and data analysis that visually presents the opportunities from multiple angles, addresses concerns, and solves challenges you may face.

Empowering you with an MPPL Financial Blueprint. Your personalized MPPL Blueprint is a financial plan that establishes the path to follow, how and when to follow it, and which trusted professionals to engage so that you move forward with clarity into the life you envision. Your Blueprint is stored in a personal encrypted digital vault, which remains current because it’s linked to your financial accounts on a highly secure website.

Monitoring and updating. Your MPPL Financial Blueprint is a dynamic tool calibrated to your life circumstances. We monitor and review it with you on a regular basis so that you understand where you stand financially relative to your goals, as well as how to pivot when life brings positive surprises and unanticipated challenges.

A Unique Team Approach to Financial Advising

We believe that when we work together, we can accomplish more. That’s why we’ve adopted a team approach to deliver Advice for a Lifetime for each of our clients.

Your personalized advisory board includes our highly experienced advisors along with expert specialists, as needed, who work with us to develop integrated strategies for our clients. These specialists come from our deep bench of trusted associates and include top attorneys, psychologists, certified public accountants, business planners, investment bankers, risk managers, investment consultants, and more.  Our unique advisory board approach allows for more perspectives, more ideas, more brainpower, and ultimately greater results for our clients.  

Financial Planning Areas

We focus on education, retirement, risk management, business succession, estate and legacy, and tax.

Contact us today to set up a complimentary meeting