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Memorial Asset Protection Plan (MAPP)

Personalized Strategy for You

We utilize our suite of services to help develop a tailored strategy for the individuals we serve.

MAPP's Path to Retirement

Your Retirement - Our Path

Your future deserves more than guesswork. Our financial planning services are designed to provide you with clarity, control, and confidence in your investments. Whether you're preparing for retirement, seeking to protect your legacy, or pursuing growth potential, we craft personalized strategies that reflect your values—and adapt as your life evolves.

From helping increase retirement income to reducing potential taxes and lessening overall market risk, we offer guidance built on experience and designed to help you live with confidence. Let’s build a future that works for you.

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Our Services

Your Personalized Retirement MAPP​

Health & Long-Term Care

Health & Long-Term Care

Choosing the best Medicare Plan that fits your needs can be a challenging task. Long-term care planning can help financially protect you and your family from unexpected medical issues that may arise as you age. You have many options to choose from and our senior health insurance specialists are available to help you make a informed decision about the plan options that may be best for you.

Income Planning

Income Planning

Through our retirement planning process, we will review your current income situation and provide an analysis of your potential income in retirement. We’ll work with you to develop a strategy designed to help create a sustainable income stream for your retirement years. We’ll help you understand your Social Security options help you determine which choices may be appropriate for your situation. If you have a pension, we will guide you through the options available and provide information to help you make an informed decision for your needs. We’ll help prepare you for other considerations such as a premature death of a spouse, inflation or taxation.

Tax Planning

Tax Planning

axes can be a significant expense, and it is important to consider strategies aimed at increasing your overall tax efficiency. At MAPP, we take an integrated approach to financial planning, one that incorporates tax reduction technique, and we have our experienced professionals to help navigate these complexities. Many financial decisions carry tax implications, incorporating tax-aware investment strategies into your overall retirement strategy is a key consideration. Remember, it’s not only what you make but what you keep!

Wealth Management

Wealth Management

We work closely with you to assess your risk tolerance and help you define your specific financial goals. By being an Investment Advisor Representative that works through an independent Registered Investment Advisor, we are not tied in with a large “wire house” institution, which allows us to build portfolios tailored to your unique objectives. At MAPP, we utilize a disciplined investment approach designed to provide professional-grade management for your assets.

Legacy & Estate Planning

Legacy & Estate Planning

We believe a significant risk to your life’s work is to not have an estate plan in place. An estate plan is designed to help protect your assets and facilitate a plan for your family in the event you are no longer around to provide for them yourself. By working collaboratively with estate planning attorneys, we can help increase the amount that your loved ones may inherit, help you maintain control over how those assets are distributed, and help reduce potential taxes.

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