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MCC Financial Advisors, LLC is a fee-based registered investment advisor providing financial planning and consulting to high net worth families, business owners, not-for-profits and other successful people and organization to help them achieve their long-term goals. MCC Financial Advisors LLC is registered with the State of Indiana. Provides independent financial consulting, planning and asset management, free of conflicts from Wall Street. Independent, Objective Financial Advice.

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MCC Financial Advisors, LLC is a fee-based registered investment advisor providing financial planning and consulting to high net worth families, business owners, not-for-profits and other successful people and organization to help them achieve their long-term goals. MCC Financial Advisors LLC is registered with the State of Indiana. Provides independent financial consulting, planning and asset management, free of conflicts from Wall Street. Independent, Objective Financial Advice.
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MCC Financial Advisors, LLC is a fee-based registered investment advisor providing financial planning and consulting to high net worth families, business owners, not-for-profits and other successful people and organization to help them achieve their long-term goals. MCC Financial Advisors LLC is registered with the State of Indiana. Provides independent financial consulting, planning and asset management, free of conflicts from Wall Street. Independent, Objective Financial Advice.

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Home

http://www.nccfa.com/home.html

MCC Financial Advisors, LLC is a fee-based registered investment advisor providing financial planning and consulting to high net worth families, business owners, not-for-profits and other successful people and organization to help them achieve their long-term goals. MCC Financial Advisors LLC is registered with the State of Indiana. Provides independent financial consulting, planning and asset management, free of conflicts from Wall Street. Independent, Objective Financial Advice.

2

Our Approach

http://www.nccfa.com/our-approach.html

Independent, Objective Financial Advice. Create client profile, including assessment of risk and volatility tolerance. Define an investment strategy and asset allocation matching client needs and volatility profile. Implement and advise on a financial plan and appropriate portfolio. Ask questions and listen closely. Gain an understanding of personal and financial needs and goals. Analyze financial profile, income, expenses, assets and liabilities. Review liquidity needs, cash flow.

3

Michael R. Broderick

http://www.nccfa.com/managing-principal.html

With over 25 years of industry experience, Mike has worked with and advised $100 million family offices, retired COOs of multi-billion dollar public companies, deca-million dollar foundations and not-for-profits, small business retirement plans as well as entrepreneurs, doctors and wealthy individuals and families. Before MCC Financial Advisors, Mike was with JPMorgan Private Bank and Credit Suisse Private Banking as a Managing Director and Senior Advisor in the Midwest. Mike received his MBA in Finance ...

4

Company

http://www.nccfa.com/company.html

Independent, Objective Financial Advice. Financial planning and forecasting. Investment consulting and advisory, including outsourced CIO. Investment strategy, and portfolio design, implementation and monitoring. Small business 401(k) and retirement plan design and investment advisory. Trust, estate, succession and wealth planning. Consulting Focused - from a CPA and MBA mindset, planning and consulting first. True Independence - unbiased advice aligned with your interests.

5

Services

http://www.nccfa.com/services.html

Independent, Objective Financial Advice. Trust, Estate, Succession and Wealth Planning. 401(k) and retirement plan design and advisory. Investment Consulting and Outsourced CIO. Investment Strategy and Portfolio Design, Implementation and Monitoring. Financial Planning and Forecasting.

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MCC Financial Advisors, LLC is a fee-based registered investment advisor providing financial planning and consulting to high net worth families, business owners, not-for-profits and other successful people and organization to help them achieve their long-term goals. MCC Financial Advisors LLC is registered with the State of Indiana. Provides independent financial consulting, planning and asset management, free of conflicts from Wall Street. Independent, Objective Financial Advice.

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