top of page

Memorial Asset Protection Plan

The Top Financial and Estate Planning Firm in America

Trusted by tens of thousands of families spanning six generations, over 157 years of service.

Memorial Asset Protection Plan was created with one goal in mind, service, to help as many families as possible navigate their financial futures and bring about certainty in uncertain times.

"Lack of preparedness and understanding today can lead to significant financial and estate problems tomorrow"

- MAPP Founder and CEO Justin B. O'Keefe, CLU, ChFC, CAP, LFD

Black and Grey Clean Minimalist Modern N

How We Can Help

157+

Years of Experience

Our dedication to service is unparallelled, we've been in the Funeral Home and Financial Planning Industry since 1865.

25k+

Families Helped

Since we've been in business, our motto "Service Over Self", is no more evident than with the number of satisfied families we've helped along the way.

$100M+

Saved from Potential Market Losses

We have successfully preserved over 100M+ in retirement funds for families due to market downturns

Our Services. Tailored To Your Needs.

Our Servces

Plan for Tomorrow, Today.

Practical Solutions. Customized Strategies. Meticulous Attention to Detail.

Our MAPP process includes five essential elements of retirement planning, crafted to guide our clients towards achieving a distinctive and ideal retirement.

MAPP LOGO_edited_edited_edited.png

1. Income Planning

Ensuring a stable financial future throughout retirement is vital. Our comprehensive planning approach includes maximizing Social Security benefits, conducting thorough income and expense analyses, and devising strategies to counteract inflation.

  • ​Social Security maximization

  • Income and expense analysis

  • Inflation plan

  • Spousal plan

  • Longevity protection

2. Investment Planning

Once your income plan is in place, we shift focus to crafting a robust investment strategy for your remaining assets. This strategy includes adjusting your portfolio to minimize investment fees, implementing measures to manage market volatility, and focus on risk reduction is a priority, achieved through diversification and strategic asset allocation.

  • Adjusting your portfolio to reduce fees​

  • Market volatility control

  • Reducing risk

3. Tax Planning

Effective tax planning is crucial for enhancing retirement finances. It begins by evaluating your holdings to pinpoint tax obligations, followed by strategic IRA planning to lessen taxes through deferral options.

  • Assessing the taxable nature of your current holdings

  • IRA planning

  • Strategies to potentially reduce your tax burden

  • Leveraging qualified money to leave tax-free dollars to beneficiaries

4. Healthcare Planning

Our approach includes a thorough review of Medicare Parts A, B, and D to optimize your benefits and minimize out-of-pocket expenses. Additionally, we will explore long-term care insurance options, providing you with strategies to manage potential future costs. 

 

  • Looking at Medicare Parts A, B and D from all angles

  • Discussion options for a long-term care plan, such as long-term care insurance

5. Legacy Planning

Legacy planning ensures that your hard-earned assets are transferred to your beneficiaries efficiently and with minimal tax implications. This comprehensive approach not only preserves your financial legacy but also provides peace of mind knowing your beneficiaries are well taken care of.

 

  • Maximize tax-efficient opportunities as part of your estate plan

  • Protect you assets in a trust to ensure they are distributed probate free

  • Prevent you IRA and qualified acounts from becoming fully taxable to your beneficiaries

    ur Three Step Process.

Untitled design (3)_edited.png

Identify Your Goals with Discovery Call

As Memorial Asset Protection Plan, we first start off with a complimentary estate planning consultation, skillfully navigate estate complexities and common pitfalls. Our strategic approach, tailored to your family's specific needs, ensures thorough management of wills, medical directives, and tax planning. 

Create a Plan of Action

MAPP’s structured planning process protects your financial legacy and aligns with your long-term goals. Our meticulous documentation and organization of estate elements offer a clear, reliable roadmap for the future. This not only secures your financial health but also makes estate planning more straightforward for you, proving essential for anyone aiming to protect their financial future.

Family Meal_edited.png
Morning Coffee on Terrace_edited.png

Plan Delivery

We work with you every step of the way to ensure your every need is met regarding you and your family's financial future. Our ongoing support staff will continue to maintain and manage your estate as your goals and circumstances change.

Our Carriers Featured In:

Fox_Business.svg_-1024x554.png
The-New-York-Times-Logo.png
4ywihjhg.png
logo_abc_news.png
Customers

Hear It from Our Families

"Thank you for meeting with us today, and literally, thank you for not running away from it all :) Most of all, as a mother (because that’s the hat I wear most proudly), I want to thank you for treating us with so much respect and kindness. Cristian taught us all so much, but kindness, integrity, and perseverance were always at the top of his list. When I see kindness, integrity and perseverance in others, I have to mention it, to celebrate it, and I always want to make sure I share my gratitude for it… so, thank you with all my heart." - Warmly, Amanda T.

Partner with MAPP. Help More Families.

Our Affiliations:

nfda_logo.png
bottom of page