The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers. This is what makes us different. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter.
In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what truly matters to you and tailor a holistic financial plan that gives you peace of mind today and tomorrow. We care as much about why you are investing as what you are investing in.
Why use MMS Asset Management?
At MMS Asset Management, Michelle's greatest strength continues with the ability to clearly communicate plans to clients as well as always keeping their best interest in the forefront. Michelle takes pride in the services offered by constructing strategies down to the smallest detail, by using in depth knowledge of industry practices with regards to retirement planning that helps retirees to sleep better at night knowing they have a comprehensive retirement strategy.
This is the first step!
MMS Asset Management focuses on Retirement Planning for Women and Their Families through guidance and honesty. This comprehensive approach to pre-retirement planning as well as those already retired encompasses all areas of financial well-being. Whether you are looking to maximize income, limit risk, rollover your 401(k), tax reduction projections or just looking for a second opinion, you will take away knowledge that may help your current financial situation.
