Broker Check

Financial Planning Services MPBWM Provides

PERSONAL Financial Planning Includes:

  • CASH FLOW PLANNING 
  • CONTINGENCY PLANNING
  • TAX PLANNING 
  • INVESTMENT PLANNING
  • RETIREMENT PLANNING 

BUSINESS Financial Planning Includes:

  • PENSION, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLANS 
  • NON-QUALIFIED PENSION PLANS
  • EMPLOYEE GROUP BENEFIT PLANS 
  • EMPLOYEE FINANCIAL EDUCATION PROGRAMS 
  • EXECUTIVE FRINGE BENEFITS 
  • EMPLOYEE FRINGE BENEFITS
  • EMPLOYEE INCENTIVE PROGRAMS
  • ESTATE ANALYSIS 
  • TAX PLANNING AND ASSET ACCUMULATION 
  • BUSINESS PLANNING AND PROJECTIONS
  • ACQUISITIONS OR BEING ACQUIRED 

For business owners looking to achieve the best possible outcome...the integration of both personal and business financial planning is what creates the achievement of financial security and independence.