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 Investment
advice
At MLP Financial Services LLC, we offer investment advice to
individuals, trusts and estates. If you already have
investments, we will review them for you in light of their
appropriateness for your current financial situation and your
aspirations. If you are considering the purchase of a particular
investment, we will advise you about its potential risks and
rewards, and how it will fit into your financial situation. We
advocate a comprehensive investment approach, with consideration
given to external factors that may affect your financial
situation.
Estate and gift planning
At MLP Financial Services LLC, we
offer estate and gift planning services to individuals and to
trusts and estates. Our aim is to provide advice as to how to
preserve and protect wealth and then to transfer it to
designated beneficiaries, with minimized diminution from taxes
and transfers that fail to achieve desired results.
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Retirement planning
At MLP Financial Services LLC, we offer retirement planning to
individuals. If you are not yet retired, our advice will be
based on factors such as your present financial situation, your
future earnings potential, your desired retirement age and your
aspirations for your post-retirement years. If you are already
retired, our advice will be based on factors such as your
present financial situation, your life expectancy and your
aspirations for your “golden” years. |
| You may be assured that our advice is
not biased by commissions or other compensation from
stockbrokers, insurance companies or anyone else connected with
the investments. Why? Because we are “fee-only” advisors. This
means that we do not receive compensation of any kind, except
for the hourly fees that you pay us. This keeps us from having
the conflicts of interest that can bias advice that you may
receive from stockbrokers, insurance agents and so-called
“fee-based” advisors who receive sales commissions, 12b-1 fees
and other forms of compensation - some of which may not even be
disclosed to you. |
Partial List of Services:
• Computer selection and use
• Business sales and acquisitions
• Lease-buy decisions
• Business expansion
• Real estate sales and
acquisitions
• Projections, budgets, goals
• Retirement planning
• Tax shelter analysis
• Inventory control systems |
• Equipment purchases and sales
• Office systems and controls
• Insurance review with your agent
• Pension & profit sharing plan
considerations
• Investment selection
• Financial planning
• Estate planning
• Cash flow planning
• Financial feasibility
analysis |
• Business owner succession
• Tax planning
• Budget preparation & review
• Franchise analysis
• Financial controllership
• Payroll considerations
• Compilations of financial
statements
• Reviews of financial statements
• Audits of financial
statements |
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