Our primary focus is to aid individuals and business owners with the achievement and management of their finances. Our goal is to provide professional advice to our clients with the peace of mind of having Certified Financial Planners® and investment specialists to guide and assist them in all their financial affairs. At MPCF & Co., we feel that, by proactively identifying the issues, analyzing the alternatives and finding the solutions, we can add value to traditional tax and accounting services, and that is what makes us unique in the marketplace.
The following are areas we can provide specialized analysis:
  • Retirement and distribution planning
  • Estate planning
  • Life / health insurance needs
  • Charitable giving
  • Succession planning
  • Education funding
  • Asset allocation
  • Portfolio management
  • Long-term care/disability insurance

We have the following individuals on staff to assist you with your needs:
  • Certified Financial Planners (CFP®)
  • Life, Health, and Annuity Agents
  • NASD licensed brokers
  • Accredited Business Valuation Specialists (ABV)

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