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Our Comprehensive Services

Fiduciary Services Maximizing The Value of Your Investments

Welcome to Musselman Financial Solutions, where we prioritize your financial well-being. Our services cover a wide range of needs, including retirement planning, investment optimization, and business services. Let us take care of your finances so you can focus on living life to the fullest.

Financial Planning

We strive to provide a comprehensive and well-rounded financial planning experience. We consider your values, short-term and long-term goals, and your current financial standing. Our experienced team can work with you to design a customized financial strategy that reflects your desired lifestyle and helps you work towards achieving it both now and in the future. Our goal is to become your lifelong financial partner, offering support and guidance in all phases of life.

Retirement Planning

At Musselman Financial Solutions, we excel in retirement planning. We use a comprehensive strategy to assist you in evaluating your readiness for retirement with our exceptional and groundbreaking Fit-To-Retire program. This assessment evaluates your state of preparedness and level of excitement in the five key aspects of successful retirement: Social, Health & Nutrition, Personal Relationships, Self-Identity and Financial. Along with this valuable evaluation, we offer thorough investment, fixed income and cash flow planning services. We also provide specialized planning for early retirees to navigate potential gaps in healthcare coverage.

Investment Management

As an independent wealth management firm, we have the flexibility to select from diverse investment options. We do not endorse exclusive, in-house products and are transparent about our compensation for investment management services. Our seasoned financial team can offer impartial guidance and tailored strategies that align with your objectives and preferences. Through this service, we diligently track your progress, maintain open communication, and adapt as necessary according to market fluctuations and evolving circumstances.

Tax Planning

At Musselman Financial Solutions, we're all about helping you keep more of what you earn with our comprehensive tax planning services. Our team can work closely with you to discover potential ways to save even more on your taxes and create effective strategies that fit your needs. Plus, we'll team up with your trusted tax preparer to help ensure everything goes smoothly. And when tax season rolls around again, we'll check in with you to make any changes necessary based on your current situation and the newest tax regulations.

Estate & Legacy Planning

Estate planning is a crucial aspect of your comprehensive financial strategy and holds great value for both your family and legacy. Our team of estate planning professionals can collaborate with your legal advisor, providing extensive support as we walk you through the crucial considerations and actions required to create a solid estate plan. We are also equipped to review, summarize, and facilitate any updates to help ensure your plan accurately reflects your current circumstances. Let us assist you in safeguarding your desired legacy while alleviating potential administrative and financial burdens for your loved ones in the future.

Social Security & Medicare Planning

We understand the importance of having a retirement plan that includes Social Security and Medicare. That's why we offer personalized planning services to help individuals navigate the complexities of these programs. Our experienced professionals can work closely with you to develop a customized strategy that maximizes your benefits and helps to ensure a comfortable future. From analyzing your eligibility for different Social Security strategies to explaining Medicare coverage options, we are dedicated to helping you make informed decisions for your financial well-being. With our professional and value-driven approach, you can feel confident in your retirement plans.

Business Planning

At Musselman Financial Solutions, we believe that effective business planning is crucial for the success of any company. That's why we offer many services to support your business planning needs. From creating detailed financial projections to conducting market research and analysis to finding insurance and benefits solutions, our team is dedicated to helping you make informed decisions. With our experience, we are committed to being your trusted partner in building a solid foundation for your company's future growth and prosperity. Let us help you turn your business plans into reality.

401k and Profit Sharing

We are dedicated to helping individuals and businesses pursue their financial goals. From investment management to tax strategies, we provide guidance every step of the way. With our personalized approach, our goal is to help you work towards a financially confident future for yourself and your employees. We will work together to help you understand and make the most out of your 401(k) and profit-sharing options.

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Our Approach

A solution-oriented approach simplifies complexities, helping clients pursue and safeguard success so they can confidently move toward retirement.

Our Approach

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Invest in your future and take control of your financial well-being by contacting us today. Our team is ready to guide you towards a confident and successful financial future.

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Our Services

We strive to provide top-notch experience and tailor-made solutions for each individual's and business's unique needs.

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