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, a Representative Investment Advisor and a CERTIFIED FINANCIAL PLANNER™ 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 craft our financial services to offer custom-blended portfolios, on-going monitoring and focus on tax saving opportunities.
Here at Multop Financial, we tailor our investment advice and portfolio structures for oil and gas industry employees so that you may customize your options.
Dedicated to quality service, our tax and accounting department is comprised of three Enrolled Agents and three CPAs with Masters Degrees in Taxation.
Portfolio analysis is the ability to analyze a range of investments: mutual funds, individual equities, fixed-income instruments, cash-equivalent
A variety of tax-advantaged retirement plans are available today to help you build the wealth you need to live the retirement lifestyle that you desire.