McPherson Financial Partners (MFP) Game Plan
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Services:

• Asset Protection Planning
• Banking & Budgeting
• Business Interests and Planning
• Comprehensive Financial Planning
• Disability Insurance (Pre & Post Draft)
• Education Planning  (Children, College continuation, & Graduate)
• Estate and Tax Planning (specific to Professional Athletes)
• Goal Planning
• Life Cycle Planning
• Philanthropic Planning (charitable giving and foundations)
• Portfolio Management
• Retirement Solutions and Planning
• Risk Management
• Second Career Planning
• Trust Services

Our Process:

1. Analysis: In-depth analysis of financial situation, goals, and assets.
2. Strategy: Customized plan to achieve goals, accumulate wealth, and preserve wealth.
3. Review: Monitor financial and investment accounts. Adjust financial plan at changing life events (Marriage, birth of a child, disability, etc).
4. Service: Initial meetings, quarterly contact and semi-annual review (Standard)* *All service is customized for each client.