Mappa Wealth Management is an independent financial services firm with over twenty-five years of experience in helping people reach their financial and investment goals. The ethics they have in servicing their clients mirror my own. They offer direct no-obligation client centered services with respect for your vision and values. They are an independent broker, which allows them to have no obligations to specific products and fund families, and are free to choose the best investments and resources for your needs. They are a financial fiduciary, which means they are bound by law to work in their clients’ best interests.
Through our affiliation with Mappa Wealth Management, KPRCPA offers our customer the following services:
- Evaluation and review of life and disability insurance to make sure they are in order and still meet your needs and objectives.
- Long Term Care planning that fits your current situation and will meet future requirements.
- Deferred Compensation Plans for your business.
- Retirement Planning.
- Investment Management.
- Estate Planning.
As your financial professional, I want to help you find appropriate solutions to all of your financial needs and coordinating with Mappa Wealth Management is one way to do that.