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  • About Us
    • Money Managers
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    • Retirement Planning
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    • Education Funding
    • Retirement Videos
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  • Home
  • About Us
    • Money Managers
  • Services
    • Retirement Planning
    • Investment Planning
    • Estate Planning
    • Insurance Planning
    • Education Funding
    • Retirement Videos
  • News
  • Free Consultation
  • Contact Us
Client Portal

Our Services

As a financial advisor, we serve individuals, families, and small businesses in all areas of financial management. Check out our amazing services below.

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We Are On A Mission to Help Individuals, Families, & Businesses Succeed.

Our services are designed to help you answer the following questions: How can I get more from my retirement accounts? How can I reduce my exposure to risk? How much money will I need to live comfortably in retirement? Am I saving enough? What is the best way to save for college? How can I help reduce estate taxes and preserve more of my assets for my heirs? Do I have the right amount of life insurance? Our process is designed to work as a complete unit. With Pete's experience, he will coach and guide you towards making the right financial decisions.

Retirement Planning

Making the most of your employer-sponsored retirement plans and IRAs. We work on determining how much you need to retire securely. Managing assets before and during retirement.

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Investment Planning

Determining your asset allocation needs. We will help you understand your risk tolerance and then recommend the appropriate investment vehicles to help you reach your goals.

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Estate Planning

Helping with strategies to preserve your estate for your intended heirs. Potentially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors. 

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Insurance Planning

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

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Education Funding

Recommending financial investment and accumulation strategies to help assist you in paying for your children’s education.

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Want to Learn More?

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55 East 5th Street Suite 320

St. Paul, MN 55101 

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MPM Financial succeeds by offering excellent customer service and sound advice to individuals, families, & businesses in many facets of financial planning.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of MPM Financial Corporation and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services and insurance products are offered by MPM Financial Corporation, a Registered Investment Advisor in the State of Minnesota. Being registered as a registered investment adviser does not imply a certain level of skill or training. MPM Financial Corporation is not affiliated with or endorsed by the Social Security Administration or any government agency.

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Minnesota or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Any testimonials/endorsements are given by current and/or former clients. No compensation is given for providing the testimonials/endorsements.

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