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.Contact Us
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."
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
There’s a link between debt and stress.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
How literate are you when it comes to your finances? Brush up with these five basics.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
At what point can you call a personal vehicle commercial?
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
All about how missing the best market days (or the worst!) might affect your portfolio.
Do you know these three personal finance sayings?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A special needs trust helps care for a special needs child when you’re gone.
In life it often happens that the answers to our most pressing questions are right in our own backyards.