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DISCLOSURE

The information provided by MPI Management LLC is for general informational and educational purposes only and should not be construed as legal, medical, or individualized advice.

Tax Services

MPI Management LLC provides tax preparation, tax planning, and related business support services and may coordinate with licensed Certified Public Accountants (CPAs). Tax outcomes depend on individual circumstances, the accuracy of information provided by the client, and applicable laws and regulations in effect at the time of service. No specific tax outcome or benefit is guaranteed.

Investment Advisory Services

Investment advisory services, securities-related advice, and wealth management services are provided by properly licensed and registered investment advisors who are employed by or affiliated with MPI Management LLC, and are offered only pursuant to a separate written advisory agreement and required regulatory disclosures. Advisory services are offered only in jurisdictions where permitted by law.

Nothing on this website constitutes an offer to sell or a solicitation to purchase securities or investment products. Registration with the U.S. Securities and Exchange Commission (SEC) or state regulators does not imply any level of skill, training, or endorsement.

No Guarantees

Any references to strategies, projections, forecasts, examples, or potential outcomes are illustrative only and do not guarantee results. Business performance, marketing results, tax outcomes, and investment performance depend on multiple factors, including market conditions, execution, regulatory changes, and third-party involvement. Past performance is not indicative of future results, and all investments involve risk, including possible loss of principal.

Scope of Responsibility

MPI Management LLC provides management, consulting, coordination, and strategic services. Final decisions, compliance obligations, and outcomes remain the responsibility of the client and/or licensed professionals involved.

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As fee-only fiduciaries, we put our clients' best interests first. We focus on exceeding expectations, simplifying lives and helping establish lasting legacies.

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