Thriving In 2011

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View the staff and offices of MTS Tax Solutions and MFS WealthCare!

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Thriving In 2011

  1. 1. MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency. MTS Tax Solutions is a division of McClinton Management Services, Inc. Thriving In 2011… with MFS WealthCare
  2. 2. Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency. MTS Tax Solutions is a division of McClinton Management Services, Inc.
  3. 3. Dr. Suzanne Penn was the Founder and Executive Director of the Chicago-based Financial Independence Institute . F.I.I. was a national non-profit organization that educated the consumer public on finance though money management, investment, real estate acquisition and entrepreneurship . Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency. MTS Tax Solutions is a division of McClinton Management Services, Inc.
  4. 4. Over the years she has educated and counseled thousands of individuals and businesses in Chicago and established chapters in nine cities across America. Her popular “ Champagne Seminars ,” featured keynote speakers, actress Marla Gibbs of television’s “227” and “The Jefferson’s,” Susan Taylor of Essence Magazine and television talk show hostess Oprah Winfrey . Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency. MTS Tax Solutions is a division of McClinton Management Services, Inc.
  5. 5. For twenty-nine years “ Dr. Sue” has led MTS Tax Solutions , a Chicago-based tax practice that services individuals and small business owners across the nation. MTS Tax Solutions ’ staff has over 75 years of experience. Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency. MTS Tax Solutions is a division of McClinton Management Services, Inc.
  6. 6. “ Dr. Sue” is also the Chairman and Managing Director of MFS WealthCare (www.mfswealthcare.com). MFS WealthCare is an Illinois licensed insurance agency that specializes in index annuities. Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency. MTS Tax Solutions is a division of McClinton Management Services, Inc.
  7. 7. She is a respected industry veteran and Multi-Million Dollar producer. Dr. Penn has perfected a comprehensive system to help restructure clients in financial disarray, by coordinating client tax, insurance and estate planning strategies. Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency . MTS Tax Solutions is a division of McClinton Management Services, Inc.
  8. 8. MFS WealthCare Headquarters is located in downtown Chicago at 150 N. Michigan Ave., in Suite 2800 inside the unique Stone Container Building . This location is convenient by bus, train as well as Metra. Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency. MTS Tax Solutions is a division of McClinton Management Services, Inc.
  9. 9. Our headquarters will provide you with all of the comfort and ease to privately discuss any issue that will ultimately improve your financial picture. MFS WealthCare 150 N. Michigan Ave., Suite 2800 Chicago, IL 60601 (800) 374-5616 Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency . MTS Tax Solutions is a division of McClinton Management Services, Inc.
  10. 10. Our headquarters will provide you with all of the comfort and ease to privately discuss any issue that will ultimately improve your financial picture. MFS WealthCare 150 N. Michigan Ave., Suite 2800 Chicago, IL 60601 (800) 374-5616 Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency. MTS Tax Solutions is a division of McClinton Management Services, Inc.
  11. 11. Our staff at MFS WealthCare have been specifically trained to be friendly, courteous, congenial and caring in handling your personal affairs. MFS WealthCare 150 N. Michigan Ave., Suite 2800 Chicago, IL 60601 (800) 374-5616 Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency. MTS Tax Solutions is a division of McClinton Management Services, Inc.
  12. 12. Our staff at MFS WealthCare have been specifically trained to be friendly, courteous, congenial and caring in handling your personal affairs. MFS WealthCare 150 N. Michigan Ave., Suite 2800 Chicago, IL 60601 (800) 374-5616 Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency. MTS Tax Solutions is a division of McClinton Management Services, Inc.
  13. 13. We also provide a convenient location in the South Loop at 1255 S. Michigan Ave. This location provides complimentary parking and both locations provide complimentary coffee and tea. MFS WealthCare Sky 55 1255 S. Michigan Ave., Chicago, IL 60601 (800) 374-5616 Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency. MTS Tax Solutions is a division of McClinton Management Services, Inc.
  14. 14. We also provide a convenient location in the South Loop at 1255 S. Michigan Ave. This location provides complimentary parking and both locations provide complimentary coffee and tea. MFS WealthCare Sky 55 1255 S. Michigan Ave., Chicago, IL 60601 (800) 374-5616 Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency. MTS Tax Solutions is a division of McClinton Management Services, Inc.
  15. 15. We also provide a convenient location in the South Loop at 1255 S. Michigan Ave. This location provides complimentary parking and both locations provide complimentary coffee and tea. MFS WealthCare Sky 55 1255 S. Michigan Ave., Chicago, IL 60601 (800) 374-5616 Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency. MTS Tax Solutions is a division of McClinton Management Services, Inc.
  16. 16. Since 2004 Dr. Penn has presided over the Illinois non-profit organization Christian Financial Ministries who provides support and training to churches and faith-based organizations. Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency . MTS Tax Solutions is a division of McClinton Management Services, Inc.
  17. 17. <ul><li>She has given back to her community with service on various boards in business as well as the community at large. </li></ul><ul><li>The Cosmopolitan Chamber of Commerce </li></ul><ul><li>The National Black MBA Association </li></ul><ul><li>The Chicago YWCA </li></ul><ul><li>Christian Vision Center </li></ul><ul><li>The President’s Council / University of IL </li></ul><ul><li>University of IL College of Liberal Arts and Science’s Board of Visitors </li></ul>Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency . MTS Tax Solutions is a division of McClinton Management Services, Inc.
  18. 18. This Year MFS WealthCare celebrates its 30 th anniversary with Ms. Linnie Woods-Stewart, National Director Emeritus for Mary Kay Cosmetics. Ms. Stewart was MFS WealthCare’s first client thirty years ago! Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency. MTS Tax Solutions is a division of McClinton Management Services, Inc.
  19. 19. Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency. MTS Tax Solutions is a division of McClinton Management Services, Inc. <ul><li>2009 Chicago Defender Women of Excellence </li></ul><ul><li>The Images-Leadership Award </li></ul><ul><li>The Kizzy Award </li></ul><ul><li>The League of Black Women </li></ul><ul><li>The New Orleans City Council </li></ul><ul><li>Former New Orleans Mayor Marc Morial </li></ul><ul><li>U.S. Senator Mary L. Landrieu (Louisiana) </li></ul><ul><li>National Association of Negro Business & </li></ul><ul><li>Professional Women’s Club Award </li></ul><ul><li>The New Orleans Center of Successful Living’s </li></ul><ul><li>Spirit of Greatness Award </li></ul><ul><li>2010 Phenomenal Women’s Award - </li></ul><ul><li>Mothers Informing Mothers International (MIM) </li></ul>
  20. 20. Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency . MTS Tax Solutions is a division of McClinton Management Services, Inc. She has been featured in Dollars and Sense, Today’s Chicago Woman and Crain’s Chicago Business magazines, in addition to The Chicago Tribune, Chicago Sun-Times, Chicago Defender, and N’DIGO newspapers. She is a graduate of the University of Illinois-Chicago, holds an MBA from the University of Chicago, and a Ph.D. in Business Management from Kennedy-Western University.
  21. 21. Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency. MTS Tax Solutions is a division of McClinton Management Services, Inc. Dr. Penn is the former host of “ Let’s Talk Financial ,” a cable television show that aired in the Chicago metropolitan area. The program can be viewed from the archives of www.LetsTalkFinancial.com . She remains a frequently requested television and radio guest.
  22. 22. Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency. MTS Tax Solutions is a division of McClinton Management Services, Inc. www. MFSWealthCare.com is the branded web site for “Dr. Sue”. There she remains dedicated to empowering and motivating others. Her book The Pink Corner Office , (Xlibris, 2006) focuses on women and how to achieve the most out of life, family, and the workplace. “ Dr. Sue ” is available to keynote you’re your church, corporate or organization event. She is available scheduled book signings and discussions at (800) 374-5616.  
  23. 23. Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency. MTS Tax Solutions is a division of McClinton Management Services, Inc. Dr. Penn is married to Algernon H. Penn, President of Penn Consulting Group, a vendor management consultancy. Together they have three adult children, Jamila, Alexandria, our late son Drake, and one grand-daughter Arianna. Dr. Penn is a member of the Apostolic Church Of God. She loves tennis, and is an avid reader.  
  24. 24. Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency. MTS Tax Solutions is a division of McClinton Management Services, Inc. “ Dr. Sue ” says that her goal is to have African-American families pay attention to sound financial strategies that will help build wealth. “ The more clearly you define your financial goals, the more likely you are to “ Re-create Your Life!” Call for your personal consultation today at (800) 374-5616.
  25. 25. Dr. Sue and MFS WealthCare Thank You for Your Support Thriving In 2011… MFS WealthCare is the d/b/a for McClinton Financial Services, Inc., An Illinois Licensed Insurance Agency. MTS Tax Solutions is a division of McClinton Management Services, Inc.

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