Long Term Relationships

The advisors at MPC Financial Services have spent 30 years building and maintaining long term client relationships. Our multi-generational team approach blends the education, experience and perspective of our advisors in a manner that is uniquely effective.

If you are seeking a long term relationship with a boutique wealth management firm, please explore our website and call to arrange an initial, complementary consultation.

Tom Polzin, Vice-President

UPCOMING CLASSES

Thank you to all of you that attended our Passport to Financial Independence workshop last month. The feedback was tremendous and we look forward to offering it again. Check here for future MPC workshops and classes to be scheduled.

Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.

Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.

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A New Way to Diversify
Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You
The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

Making Moves to the Money Market
Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Are Target-Date Funds Off Target?
Target-date funds are not for everyone, so it's important to gather all the facts.

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