Products & Services

Investments Bonds 

• REITS* 
• Stocks* 
• ETF's * 
• Mutual Funds * 
• Separate Accounts*

  Personal Financial Planning Process 

• Retirement Planning * 
• Income Tax Planning 
• College Funding * 
• Insurance Planning 
• Goal Planning 
• Individual Retirement Accounts* 
• Roth IRA's* 

 Business Financial Planning 

• 401k/ Profit Sharing Plans * 
• 403b Plans * 
• SIMPLE IRA Plans * 
• Defined Benefit Plans 
• Buy/Sell Agreement Funding

 Types of Service Engagements 

• MMFS Service Engagement Options 
• MMFS Client Services