• Home
  • Services
  • About Us
  • Team
  • Contact
  • Retirement Plans
  • Insurance
  • Benefits
  • Financial Planning
  • Investment Management
  • Professional Athletes
  • AFEA - Financial Workshops
  • Home
  • Services
  • About Us
  • Team
  • Contact
  • Retirement Plans
  • Insurance
  • Benefits
  • Financial Planning
  • Investment Management
  • Professional Athletes
  • AFEA - Financial Workshops
MCPHERSON FINANCIAL PARTNERS, LLC
  • Home
  • Services
  • About Us
  • Team
  • Contact
  • Retirement Plans
  • Insurance
  • Benefits
  • Financial Planning
  • Investment Management
  • Professional Athletes
  • AFEA - Financial Workshops

Financial Planning

​Financial planning is your blueprint to achieve your goals.

​MFP uses comprehensive financial planning strategies to help you grow, protect and transfer your wealth. 
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Our comprehensive process is a four-step approach to your personalized financial plan:
1. Discovery. Analyze and evaluate your current situation to uncover opportunities and address your specific challenges. 
2. Planning. Design a sensible and appropriate strategy to help you achieve your goals.
3. Implementation. Implement your customized plan.

4. Proactive Management. Monitor and revise your plan as your financial situation or the economic environment changes. 

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This includes Elements of Financial Planning; such as:
  • Cash Flow Management
  • Risk Assessment
  • Goal Planning
  • Risk Planning
  • Investment Management
  • Tax Planning
  • Estate Planning

Registered Representative, Securities offered through Cambridge Investment Research, Inc.,  a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and McPherson Financial Partners, LLC. are not affiliated.

Hours: 
​
M-F: 9am - 6pm

Telephone: 
866-446-3778


STATE DISCLOSURE
This communication is strictly intended for individuals residing in the states of AL, CA, CO, DC, DE, FL, GA, MD, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WV. No offers may be made or accepted from any resident outside the specific states referenced.​

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