Trust Planning & Wealth Management
Secure Your Finances So You Can Enjoy Your Future
As you accumulate wealth, your worst nightmare is losing it all during a crisis. MHP offers wealth management services to protect your assets in Fort Collins, CO, and Cheyenne, WY.
We’ll sit down with you and discuss trust planning, estate planning, and wealth management in a way that’s easy to understand. You should know exactly what’s happening with your money and how to protect it when it comes to your:
We’ll look over your financial statements to see condensed historical data of your investments and provide statements to track your trust income to help determine appropriate distributions. It’s important to evaluate your needs while reducing any potential tax liabilities.
Make your plan for the future by contacting a trust planning accountant in Cheyenne, WY, or Fort Collins, CO.
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MHP is the brand name under which McGee, Hearne & Paiz, LLP and MHP Advisory Services, LLC provide professional services. McGee, Hearne & Paiz, LLP and MHP Advisory Services, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. McGee, Hearne & Paiz, LLP is a licensed independent CPA firm that provides attest services to its clients. MHP Advisory Services, LLC and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities falling under the MHP brand are independently owned and are not liable for the services provided by any other entity providing the services under the MHP brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by McGee, Hearne & Paiz, LLP and MHP Advisory Services, LLC.
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