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
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Regardless of how you approach retirement, there are some things about it that might surprise you.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
For some, the social impact of investing is just as important as the return, perhaps more important.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement 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.
Principles that can help create a portfolio designed to pursue investment goals.
It's easy to let investments accumulate like old receipts in a junk drawer.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Have you explored all your options when it comes to managing your taxable income?
When do you need a will? The answer is easy: Right Now.
Why are 401(k) plans, annuities, and IRAs so popular?