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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Social Security Quiz
Test your knowledge about Social Security with this short quiz.

Money and the Battle of the Sexes
When both spouses are informed about the household finances, it can reduce the potential for mistakes, misunderstandings, and lost opportunities.

Betting Your Life on Low Coverage
If you are close to retiring or have already retired, you may be wondering whether your life insurance policy meets your current needs.

Free to Retire
A variable annuity might provide a way to help you pursue your retirement goals if you don’t have the time required to develop a winning retirement strategy.

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