Welcome to our section regarding the financial and estate planning services, for which we can be engaged to provide. We focus on planning to accomplish your goals.
Our specialty is combining into one comprehensive plan the financial, tax, and personal goals that you have for yourself, your heirs, and the community around you. Please feel free to contact us if you would like to discuss your situation further.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. MLP does not serve as an attorney, accountant, or insurance agent. MLP does not prepare legal documents or tax returns, nor does it sell insurance products. As described in MLP’s written disclosure Brochure, if the client desires, per the terms and conditions of a separate engagement and fee: (a) one of MLP’s representatives, in his separate individual licensed capacity, can be engaged to be provide insurance sales/services, and/or (b) MLP’s affiliated accounting firm can be engaged to provide tax preparation services.