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