MAPP Your Path to Financial Freedom
Navigate every step with confidence through personalized financial strategies tailored to your goals.
Welcome to Memorial Asset Protection Plan (MAPP)
To reach your long-term financial goals, you need clearly defined objectives and a focused plan. At MAPP, we believe you must first know your destination before you can chart the course. Once your goals are identified, it’s time to create a timely, actionable plan to bring those objectives to life. From your very first meeting with us, our personalized financial advising services are designed to help you articulate your goals and map out a clear path forward.
Our thoughtful investment approach focuses on understanding your unique financial roadmap, developing a tailored strategy, and maintaining a tax-advantaged portfolio of quality investments. At MAPP, providing objective, disciplined guidance is core to helping you navigate your financial journey. Whether you’re nearing retirement or just starting your wealth-building process, partnering with our experienced advisors ensures your plan stays on course so you can confidently face the road ahead.
Our Services
Your Personalized Retirement MAPP
Income Planning
Imagine your retirement as a time when you can prepare for the retirement you envision. Discover how our qualified professionals can help you pursue the retirement you’ve envisioned or maintain the retirement lifestyle you’re already living.
Healthcare & Long-Term Care
A common concern among baby boomers is the fear of outliving their savings. With increasing life expectancies and rising healthcare costs, many face the risk of exhausting their assets during retirement. Our team is dedicated to helping you sustain the lifestyle you deserve while achieving your financial goals.
Tax Planning
Planning to reduce taxes is a vital part of your overall financial strategy. Our financial advisors are experts in tax services and planning, carefully considering income taxes, capital gains, and other factors throughout every step of your financial planning process.
Wealth Management
Our wealth management planning is grounded in a philosophy of controlling volatility and eliminating unnecessary fees.
Legacy & Estate Planning
Since we all will eventually pass, it is critical to have a plan to make sure that your hard-earned assets go to your loved ones and charities in the most efficient manner.
We Help Pursue Your Financial Independence
We follow investment principles that strive for stability, with principal and protection features, designed to help manage volatility in various market conditions.
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