Financial Planning

Financial Planning is one of the most important steps in developing a plan for your financial future. Our financial planners will assist with creating a "road map" which will document your current standings, pinpoint strengths and weaknesses and establish a plan to assist with accomplishing your financial goals.

To assist in creating a in depth and inclusive plan,
MLP's financial planners will develop a wide range of financial scenarios such as:
  • Help you create viable options in your financial future.
  • Analyze your future investment risk.
  • Show the effects of Asset Allocation Withdrawals on your net worth over time.
  • Show how your net worth is affected by saving strategies, inflation, taxes, mortgages, and loans.
  • Implement itemized budget scenarios.
  • Create a manageable credit card debt payoff strategy.
  • Understanding the time value of money and the effect of compounding interest.
  • Showing how various saving strategies are affected by your future financial events.
  • Develop a savings strategy for buying a home.
  • Mortgage options including a comprehensive refinancing analysis.
  • Examine the effects on your net worth of additional lump-sum or periodic payments to your mortgage.
  • Track your Income and Expenses for multiple properties.
  • Develop a savings strategy for your child’s college education. Revenue Code Section 529 college investments implemented.
  • Develop a savings strategy for your retirement. Including built in minimum required distribution (RMD).
  • Examine the effects of penalty-free withdrawals from your retirement accounts with the built in Rule 72t analysis.


MLP Tax & Financial Services, Inc. is an
independent tax and financial services
firm that offers tax and investment




MLP Tax & Financial Services, Inc. All rights reserved. Securities offered through SECURITIES AMERICA, INC., A SEC REGISTERED BROKER/DEALER, MEMBER FINRA/SIPC. ADVISORY AND FINANCIAL PLANNING SERVICES OFFERED THROUGH SECURITIES AMERICA ADVISORS INC., A SEC Registered Investment Advisor. Les Proceviat, Representative. CA Insurance License #0656376. Tax Services Provided by MLP Tax & Financial Services, Inc. MLP Tax & Financial Services, Inc. and Securities America are not affiliated. Securities America and its representatives do not provide legal advice; therefore it is important to coordinate with your legal advisor regarding your specific situation(s) This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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