• 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
Picture

Athletes

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. 

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: 
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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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