Financial Planning Services

Fee-Only Financial Planning Services
(Offered through Midwest Professional Planners, Ltd.)

 

Typical Needs of People Who Use This Service

INDIVIDUALS / Professionals / Retirees:

 “I have a number of fundamental questions about whether I am financially ‘on track’ to meet my short, intermediate, and long-term financial and life goals. Given the complexities of my life and the sheer number of potential saving and investing paths, I am looking for a roadmap to help me reach my goals.” 

“I want to work with informed experts who really know their business. I am willing to work with specialized tax, legal, or trust experts, as required. However, I want to establish a relationship with a single individual who has a holistic view into all components of our financial relationship, who knows when to access specialized resources, and who can recommend trusted best-of-breed support.”

“I may need to save for the purchase of a home, fund my children’s education, determine when I can retire or change careers, secure my legacy to future generations, or figure out how much my current savings and benefit plans will provide me at retirement. In any case, I need a personalized blueprint that provides guidance on getting and staying on track.”

“Most importantly, guide me on what I can do to reduce these risks and protect myself / family, income/assets from an uncertain and increasingly volatile world, where I (and not my employer or the government) am responsible for my financial future.”

“This process can be a confusing and daunting task. Investing, tax, estate, and legal questions all play a factor in the decisions I make and the actions I take. Provide me with a coordinated plan that offers a broad scope of advice across these areas and insight on how these factors affect each other. Bring it all together to make sure every plan component is coordinated to ensure I am staying on track to achieve my future financial goals.”

TRANSITIONING BUSINESS OWNERS:

“I have invested a tremendous amount of time and resources into building my business. As I prepare for a transition to the next phase of my life, I need a personalized plan that identifies the optimal approaches to help me turn the value of my business into the necessary assets and cash flows to fund my retirement.” 

“I realize that there are many variables that need to be considered in making this once-in-a-lifetime decision. Given the complexities and number of options I should consider, I am not only looking for the financial guidance to help me create and execute a plan, but expertise on the transaction itself. Help me determine the optimal buyer and how the ownership should be structured to create the most efficient transition. Given the investing, tax, legal, and estate planning components of this transition, I need a coordinated effort that offers a broad scope of advice across all of these areas. In the end, I need to be assured that my decisions will be in my best interests, as well as the best interests of my heirs and successors.”

New Business Owners:

“I am risking a lot in establishing my new business, and I am very confident that I will succeed. I understand my markets, my products and services, and what my customer wants. As I embark on this journey, I will need a financial roadmap to guide me on the best approaches to grow my firm so that it provides short- and long-term financial value to me.”

“I am looking for advice in setting up my business so that I can best capitalize on its growth for my current and future needs. Given the complexities and number of options I should consider, I am not only looking for guidance to help me create and execute an integrated plan, but also expertise on how to take a strategic approach. I need assistance in areas such as identifying credit and funding options, assessing cash management sources, choosing products that protect my income in case of a life-altering event, effectively planning for and funding my retirement, and choosing the right package of health, welfare, and retirement benefits to attract and retain the best possible employees.  Given the investing, tax, legal, and estate planning components, I need a coordinated effort and points of view that offer a broad scope of advice across all of these areas.”

“Bringing it all together to make sure that all plan components are coordinated is the key to success.  I need to be assured      that my decisions will help me to accelerate the short, intermediate, and long-term growth of my business. ”


INHERITED WEALTH:

“I have inherited significant assets and, as a result, I have a number of fundamental questions about the best approaches I should consider to ensure that those assets will allow me to live the life I desire. In the wake of this important event, I require a financial plan that will first help me to identify my life goals and then to help me to structure my portfolios so that it supports the lifestyle I (and my family) choose.” 

“Given the complexities that this event generates and the sheer number of potential investing paths I can take, I am also looking for a roadmap to help me manage all elements of my inheritance effectively. These elements can range from tax and estate planning to wealth transfer and forming a foundation to build a legacy after I am gone.”

“This process can be a confusing and daunting one. Investing, tax, estate, and legal questions all play a factor in the decisions I make and the actions I take. So providing a coordinated plan and a point of view that offers a broad scope of advice across these areas, and your insight on how these factors affect each other and the whole, is critical. Bringing it all together to make sure that all plan components are coordinated is the key to success.”

 

Advantages

In today’s hectic world, the peace of mind that results from a well thought-out financial plan cannot be overstated. However, establishing the right relationship with the right financial partner can be a daunting task, given the wide range of available firms and the many product and service options to choose from.  At MPPL Financial, we believe we have built the right approach to help you achieve your goals: an approach that is centered on you.

With our deep understanding gained through experiencing many market and business cycles, we have developed sophisticated individual and business financial planning capabilities and solutions to meet the widest range of financial needs. These solutions are the result of a customized plan that is based on deeply understanding not just your financial goals, but the individual characteristics and complexities that are a part of your life. 

And we know that, like life itself, our clients’ situations and needs change constantly. This is why we can update your financial plan on a regular basis so it coincides with your current financial situation, tax, and legal environment.

It is through this dynamic, two-way process that we proactively identify potentially new opportunities, as well as areas of concern, and by which we offer the full range of asset management, income protection, and retirement solutions to keep you on track.

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