MFP Financial Services, Inc.

CONNECT

Address:

465 Patricia Ave.
Dunedin, FL 34698

Phone:

(727) 443-3300

Fax/Other:

(727) 733-0019

Our Services

MFP Financial Services, Inc. helps our clients:

  • Create & Grow Wealth

    • Suitable Investments

    • Manage Income Tax with Investments

    • Educational Planning for Your Children / Grandchildren

  • Protect & Preserve Wealth

    • Analysis of Overall Investment Portfolio

    • Analysis of Overall Insurance Plan

    • Tax Sensitivity Management

  • Plan the Distribution of Wealth During Life in the Most Tax-Advantaged Way

    • Qualified Retirement Plan / IRA

    • Corporate Executive Stock Options

    • Business Succession Plan

    • Gifting to Children / Descendants

    • Charitable Gifting

  • Plan the Distribution of Wealth at Death in the Most Tax-Advantaged Way

    • Titling of Assets

    • Distribution of Wealth to Spouse, Children and Others

  • Investment Strategies May Include

    • Charitable Gifting

    • Stocks

    • Corporate Bonds

    • ETFs

    • Mutual Funds

    • Municipals

    • Governments

    • CDs

    • Annuities

    • Long-Term Care Insurance

    • Life Insurance