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Comprehensive Financial Planning, Employer Group Benefits, Estate Planning (Wills, Trusts etc), Insurance (Life, Disability, LTC, P&C), Investment Management, Retirement Income Planning, Special Needs Planning, Sudden Wealth ( Inheritance, Lottery etc), Business Succession Planning, Charitable & Planned Giving
McPherson Financial Partners (MFP) and subsidiary, MFPRetirement (MFPR) was founded in 2015 by Gary L McPherson II. McPherson Financial Partners LLC focuses on comprehensive financial management for individuals. Our process for Individuals helps them navigate the challenges of financial planning, the investment markets, and lifetime income planning. MFPRetirement is focused on comprehensive management on employee benefit plans, especially retirement plans. Our process for Businesses utilizes fiduciary oversight, plan design, and employee advice. MFP Retirement (MFPR) is managed based on the principles and guidelines of the Certified Plan Fiduciary Advisor (CPFA) designation. MFPR focuses on working with businesses directly or other advisors to reduce the complex challenges of business planning and retirement plans.
Our FINRA registered financial services career that began in 2008, as an associate to a veteran financial advisor of a large insurance organization. This position focused on financial planning, investments, and management of retirement plans for for-profit and non-profit companies.