Financial Planning Services MPBWM Provides
PERSONAL Financial Planning Includes:
- CASH FLOW PLANNING
- CONTINGENCY PLANNING
- TAX EFFICIENT INVESTMENT 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 EFFICIENT INVESTMENT 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 can put you on the path towards financial security and independence.