MRP

MRP

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Tailwinds of Hope
Tailwinds of Hope

MRP Mission: "We treat each of our clients' plans as if they were our own." Securites offered through LPL Financial, Member FINRA/SIPC.

MRP provides investment and retirement plan consulting services to corporations, governmental and nonprofit organizations, and individuals throughout the Intermountain Region and nationally. Our success in assisting clients to improve their retirement plan programs has been recognized locally and nationally. Our approach is to work as a partner with our clients to successfully develop, implement, and achieve our client's corporate or personal retirement planning goals. (www.finra.org and www.sipc.org) Investment advice offered through Independent Financial Partners, a registered investment advisor and a seperate entity from LPL Financial. Third party post found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL as to accuracy or completeness. For a list of states in which we do business please visit www.mrpretire.com.

4 Elements of an Estate Strategy 03/23/2022

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video.

Four Steps to Valuing an Estate 03/21/2022

There are four basic steps to calculating the value of an estate.

Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Revising Estate Strategy Assumptions 03/18/2022

When the rules of the game change, tactics should follow in response to the new landscape.

Revising Estate Strategy Assumptions Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

A Living Trust Primer 03/16/2022

There are benefits and limitations when using a living trust.

A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

4 Steps to Protecting a Child with Disabilities 03/14/2022

Children with special needs may need ongoing help after their parents are gone.

4 Steps to Protecting a Child with Disabilities Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Choosing a Business Structure 03/11/2022

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Choosing a Business Structure Entrepreneurs all face the same question, “Which business structure should I adopt?”

Succeeding at Business Succession 03/09/2022

Business owners should consider a succession plan sooner rather than later.

Succeeding at Business Succession There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Charitable Giving: Smart from the Heart 03/07/2022

Three tips for giving smart from the heart.

Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations?

Gap Insurance for Leased Cars 03/04/2022

a car? Consider gap to protect against losses that may not be covered by your current policy.

Gap Insurance for Leased Cars If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Put It in a Letter 03/02/2022

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate.

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4600 S Ulster Street, Ste 550
Denver, CO
80237

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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