FEE-ONLY • ALWAYS A FIDUCIARY
A Trusted Personal CFO Who Answers to You
MSM’s unique structure as a fee-only, comprehensive financial management firm enables us to provide our clients with fully integrated, holistic financial advice.
Your Financial Interests Come First
We don’t receive any commissions from product sales such as insurance. This means that we will always put your interests first and act as your fiduciary. You have peace of mind that our recommendations are aimed only at improving your financial situation and not ours.
Our Full-Service Financial Management Program
Financial Planning
Detailed review to show where you are, recommendations to help you get where you want to go, and projections to chart your progress.
Tax Planning & Preparation
We work with you throughout the year to minimize taxes and file your returns come tax time.
Investment Management
We develop a customized investment plan tailored to help you reach your financial goals.
Retirement Planning
We assess where you are in achieving your retirement goal and develop a financial plan to help you reach that goal.
Education Planning
We help you determine how much you will need to save and the best investment options to help you get there.
Student Loans
We help you choose the right repayment plan and determine whether to refinance your student loans.
Insurance & Risk Planning
Review existing coverages, evaluate risk exposure, and help you get the insurance coverages that are best for you.
Employee Benefits Planning
Compare available employee benefits with current elections to ensure you are maximizing benefits offered to you.
“I would welcome the opportunity to show the difference it makes when you have an advisor looking out for your whole financial picture.”
— Matt Mohning
Contact MSM Financial
Location
IDS Center
80 South 8th Street, Suite 900
Minneapolis, MN 55402
Email
matthewmohning@msmfinancial.com
Phone
(612) 607-6594