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About MSMF

At MSMF, our passion is seeing you live the life you’ve always dreamed of living. We genuinely appreciate your unique qualities. We value your individual goals, how hard you’ve worked to get where you are today, and the many transitions that lie ahead of you. MSMF works with you to create a realistic financial plan for today to help promote the growth and protection of your wealth for the future. Our reputation of excellence is not only built on the care we take to understand our clients, but our comprehensive knowledge of the complexities of the financial world. Combined, our four partners have over a century of experience in the financial, employee benefits, and business services marketplace. MSMF is more than just a wealth management and financial services firm. We are a diverse group of professionals, each genuinely devoted to leveraging our deep financial insight to build a partnership with you.

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At MSMF, our passion is seeing you live the life you’ve always dreamed of living.

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MSMF takes a personal and active interest in your future.

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MSMF understands that your business is an extension of you.

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How Much Do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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Is a Variable Annuity Right for Me?

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Estimate how much of your Social Security benefit may be considered taxable.

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Surprises

Making the most of surprises is a great reason to work with us.

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