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 ensure 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.Contact Us
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Do your insurance needs stay the same when the nest empties?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Retirees traveling abroad need to know that their health insurance travels with them.
When considering life insurance, it's important to understand your options.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How will you weather the ups and downs of the business cycle?
When do you need a will? The answer is easy: right now.
Are you ready for retirement? Here are five words you should consider.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.