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.

More about Financial Planning

Tax Planning & Preparation

We work with you throughout the year to minimize taxes and file your returns come tax time.

More about Tax Planning

Investment Management

We develop a customized investment plan tailored to help you reach your financial goals.

More about Managing Investments

Retirement Planning

We assess where you are in achieving your retirement goal and develop a financial plan to help you reach that goal.

More about Retirement Planning

 

Education Planning

We help you determine how much you will need to save and the best investment options to help you get there.

More about Education Planning

Student Loans

We help you choose the right repayment plan and determine whether to refinance your student loans.

More about Student Loans

Insurance & Risk Planning

Review existing coverages, evaluate risk exposure, and help you get the insurance coverages that are best for you.

More about Insurance & Risk

Employee Benefits Planning

Compare available employee benefits with current elections to ensure you are maximizing benefits offered to you.

More about Workplace Benefits

“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