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Why work with musgrave financial solutions?

Because we take away the uncertainty of retirement planning and give you confidence that you can maintain your lifestyle in retirement.

Given the complexity of social security, taxes, investments, and insurance, putting the pieces of the retirement puzzle together requires experience and in-depth knowledge to create the optimal retirement plan.

As market conditions, taxes and life circumstances change, your portfolio and approach to withdrawing money will need fine-tuning as well.

To make this process as efficient and productive as possible, we schedule annual reviews and provide our clients access to MoneyGuidePro, which is an interactive financial wellness program that helps you visualize your finances, take a snapshot of where you are today, and provide actionable steps to help you achieve your financial goals.

Retirement Planning

Retirement Planning

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Money Management

Money Management

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Annuities

Annuities

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Social Security

Social Security

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IRA's & 401k Rollovers

IRA's & 401k Rollovers

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TSP & Federal Benefits

TSP & Federal Benefits

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Life Insurance

Life Insurance

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Long Term Care

Long Term Care

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Approach to Planning Part 1

Approach to Planning Part 1


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Approach to Planning Part 2  The Financial Lab

Approach to Planning Part 2  The Financial Lab


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Mark Peterson from BlackRock presents his Student of the Market update.

Global Market Outlook

Global Market Outlook

Blackrock Global Outlook Report 

Q3 2023 Update

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Anatomy of a Recession

Anatomy of a Recession

Where do we stand - and what should we watch for in the coming months?

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Guide to the Markets

Guide to the Markets

Snapshot of the economic and market update for the second quarter of 2023

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Advisory Fees & Value Proposition

At Musgrave Financial Solutions, we provide exceptional value to our clients. Our competitive investment advisory fees also include access to MoneyGuidePro planning software, retirement and tax reduction planning, weekly & monthly market updates and reviews. To learn more, click the button below.

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Educational Workshops

Educational Workshops

We provide a variety of topics in our live seminars and webinars. Click below to view our upcoming events.

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