MRP

MRP 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.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
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:

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

There are four basic steps to calculating the value of an estate.
03/21/2022

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

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

When the rules of the game change, tactics should follow in response to the new landscape.
03/18/2022

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

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

There are benefits and limitations when using a living trust.
03/16/2022

There are benefits and limitations when using a living trust.

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

Children with special needs may need ongoing help after their parents are gone.
03/14/2022

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

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
03/11/2022

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

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

Business owners should consider a succession plan sooner rather than later.
03/09/2022

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

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

Three tips for giving smart from the heart.
03/07/2022

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

a car? Consider gap to protect against losses that may not be covered by your current policy.
03/04/2022

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

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
03/02/2022

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

A letter of instruction provides additional and more personal information regarding your estate.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
02/28/2022

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
02/25/2022

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

Address

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

Telephone

+17205981142

Website

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