Services for You and Your Family

MPC Advisers builds long-term relationships with our clients. We’ll not only help you and your family create financial goals, we’ll be there with you over the years to recommend strategies to help you reach those goals.
Our firm has been helping individuals develop financial strategies for over twenty-five years. Our representatives are among the most experienced in the industry.
Personal financial strategies examine six basic areas of an individual’s finances.

  1. Savings. We help determine if you have adequate funds for financial emergencies and desired near term purchases and expenditures.
  2. Protection. We examine your current insurance benefits and help you identify and quantify your protection needs, ensuring the financial security of your family in the event of death or disability.
  3. Investment. We help establish whether your assets are currently allocated appropriately and make recommendations according to your goals, objectives, risk tolerance and desired level of potential return.
  4. Accumulation. We assist you in appropriate investment planning decisions for significant future outlays such as your children’s college education or a retirement home.
  5. Estate Planning. We help you arrange your estate for an orderly disposition and minimize the tax burden to your heirs.
  6. Retirement. We help coordinate your current retirement savings program and calculate the saving amount necessary to establish and fund a program designed to maintain or improve your retirement. We help you prepare how to invest your company pension payout so it provides the income you need, and help you prepare how to preserve these important assets.