Professional Financial Advice - With Over 40 Years of Experience
Phil Multop founded Multop Financial in 1976. He built this specialized financial firm while amassing a lifetime of knowledge – becoming a CPA, an Enrolled Agent, and a CERTIFIED FINANCIAL PLANNER™ (Mr. Multop is not currently a CFP® professional) practitioner while also earning a Master’s Degree in Taxation.
Believing in the American dream as a business owner and patriotic citizen, Phil has aimed high and the results speak for themselves; he leads a motivated and professionally recognized team of professionals, all of whom are ready to deal with your financial complexities so you can get back to doing what you do best.
Reliable Investment Team Approach
We use a team approach to ensure the continuity of your planning. We have created a multi-generational company to provide lifelong advice for your wealth because we understand that retirement planning is not an event, but a lifetime commitment. Whether you retire today and your retirement lasts 30 or 40 years, you start a new business with the goal of a long, rewarding legacy, or you simply want to live the good life with financial confidence, your tax and retirement plan will still be administered long after our founders are gone.
All of Your Financial Answers Under One Roof
You may have received income tax and financial planning over the years from several different sources – capable and skilled professionals who nevertheless may have slightly different perceptions of your wealth and your objectives.
Over time, this “piecemeal” approach can pull your financial plan this way and that way with the eventual risk of leaving you “adrift,” or even forcing you to “run aground” financially with tax and accumulation problems.
In contrast, Multop Financial puts the same minds to work on all aspects of your planning. You will not have to explain your financial history again and again to a series of strangers. We can be your navigators for life.
We can help navigate your journey toward financial confidence. In fact, we would love to – we invite you to call or contact us today.
CPA & Tax Expertise Services New
Dedicated to quality service, our tax and accounting department is comprised of three Enrolled Agents and three CPAs with Masters Degrees in Taxation.
Tax Planning
Tax planning is integral to maximizing and managing your wealth. And key to wealth management is having a financial plan that not only takes into consideration ways to reduce tax outlays in the long term, but how much you need to pay now and in the future. A good tax plan also takes into account […]
Estate Planning
A thorough estate plan includes a host of family essentials, including gifting and estate transfer, end of life planning, guardianship of underage children, asset stewardship, philanthropic desires, and more. As each plays a significant role in the estate planning process, it is critical to evaluate all of these components carefully and comprehensively. Estate Planning with […]
Business Succession Planning
We craft our financial services to offer custom-blended portfolios, on-going monitoring and focus on tax saving opportunities.
Charitable Gift Planning
We craft our financial services to offer custom-blended portfolios, on-going monitoring and focus on tax saving opportunities.
Wealth Management
We craft our financial services to offer custom-blended portfolios, on-going monitoring and focus on tax saving opportunities.