Meet. Plan. Succeed.

Our clients’ dominant focus is to take good care of their families and their businesses. We work to
provide tailored financial plans that help provide security and guardianship.

Learn More About MPS

Our Services

FAMILY AND ASSET PROTECTION

Family wealth at all levels needs to be efficiently organized for good management, tax efficiency and future planning. We apply sound insurance strategies that protect your goals.

Learn More

BUSINESS AND SUCCESSION PLANNING

Our unique approach to business planning encompasses your personal and business situation and is part of a complete financial strategy. For business owners that are at or near retirement, the issue of succession cannot be ignored.

Learn More

WEALTH PLANNING AND PORTFOLIO ANALYSIS

Investments can play a key role in your financial security plan and your ability to achieve your short and long-term goals. An individualized asset allocation strategy can mitigate the risks of any one asset class though diversification and balance.

Learn More

Why deal with MPS?

1

You care about
protecting your family

We make you feel confident
you will meet your goals.

2

You want to leave
a lasting legacy

We show a path that’s clear
and easy-to-follow

3

You want to minimize
your tax exposure

We help assess and
mitigate risk

Ready to Secure Your
Financial Future?

Contact us today for a free consultation and let’s take the first step toward achieving your financial goals and dreams.

Let’s get started

I have been dealing with Pat and his firm for almost 20 years. He knows the needs of my profession and has done a top drawer job in helping me secure mine and my family’s future. His son Nathan joined the firm in 2012 so I know I will have the same great planning well into my retirement.

Dr. Kevin E. Lung, B.Sc., D.M.D., M.Sc., FRCD(C)

Read More

For Dental Students

Contact us today for a free consultation and let’s take the first step toward helping you achieve your financial goals and dreams.

Get Started

Keeping You Informed

Trump Accounts have been in headlines for months. Few of those headlines explain them the same way. Depending on the article, they sound like a college fund, a retirement account, or something brand new altogether. For parents and grandparents trying to figure out whether any of it matters for their family, the noise has gotten in the way of the signal. What These Accounts Actually Are Section 530A accounts (Trump Accounts) officially launched on July...
Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely. For much of the last century, retirement followed a fairly predictable pattern: work for decades, retire around age 65, and slow down. Today, that picture looks very different. Retirement has evolved from a brief final chapter into something much larger—a stage of life that may span decades and offer more choices than ever before. When Retirement Was Shorter...
Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back. Then comes a quieter assumption: that when it's time to step away, the rest will somehow sort itself out. Research suggests it usually doesn't. The Businesses That Quietly Run America Small businesses aren't a side character in the U.S. economy. They make up roughly 99.9% of all businesses in the country and employ nearly half of...

Get In Touch