Individuals
While you’re in your peak earning years, it’s important to develop positive financial habits that seek to lay a strong foundation for your savings.
Whether you’re new to investing, established in your career, or planning to retire, we’ll work with you to develop a financial plan that aims to help you manage your money effectively.
Families
As a parent, you’re not only pursuing your own aspirations, but guiding your children towards their own success as well. That’s why starting a savings plan early is considered vital in pursuing the college education your child deserves; especially as tuition rates continue to rise.
From establishing a 529 plan, to researching financial aid options and grants, we can help you examine college investment options to build a personalized portfolio that considers your financial goals, risk tolerance, and timeline.
Retirees
You’ve worked hard in your career, and are ready for relaxation and celebration. However, the transition from a career and steady paycheck to living on the wealth you’ve accumulated can be filled with uncertainty.
Together, we’ll develop a plan that helps you accumulate wealth while you’re still working, and aid your transition to a fixed retirement income.
Retirement Planning for Women
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 encompass 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.
Ready to get started?
Contact us to start building a financial plan that fits your current life stage.
