Financial Planning

MP Financial Services

 402-492-8444

To contact Mary Pat Click here

“Focus on your future with MP Financial to help meet your financial goals.”

Core Competences:

• Advocate for helping families and businesses enjoy greater financial security by protecting their financial future.
• Evaluating business executives and employee benefits
• 401(k) Plans, Deferred Compensation Plans
• Strategize how to entice and reward employees and key executives.
• Works with other professional advisors as part of the “team”.
• Assist in organizing personal assets for estate planning.
• Review all current plans and assist with recommendations.
• Help businesses and individuals answer the question “What keeps you up at night?”
• Evaluate and analyze current life insurance policies.

Credentials:

·          Bachelor of Science degree - University of Nebraska at Omaha

·         30 years experience:  Individuals, Businesses and Executive Planning

·         Certified Financial Planner

·         Member of MDRT, NAIFA, Financial Planning Assoc., International Forum

Educational resources available:

• Educational seminars, workshops on topics such as: “Rebuilding your Retirement”

          “Estate Conservation” and “Business Contingency Planning”

• Keynote specialist presentations