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Why work with musgrave financial solutions?

Because we help 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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Upcoming Seminars & Webinars

Click here for more information & to register

Why you should always work with a specialist

When we have a complicated medical issue, want to purchase a home and need to know if it requires costly repairs, or have a legal issue present itself, we turn to a doctor, a home inspector, or a lawyer -- specialists. 

We don't address these issues on our own.  Why do we believe we can handle something as complex as investments, taxes and retirement planning on our own? 

Whether you are currently working with a financial advisor or managing your finances yourself, you should work with a specialist when it comes to retirement income planning. 

Click here to watch more retirement insights podcasts
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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request your free tax report

request your free tax report

If you’ve saved for retirement in an IRA, 401(k) or other tax-deferred account, your distributions are taxed at your ordinary income tax rate.

Do you know the size of your potential tax bill?

Find out in 3 easy steps: 

1. Enter your information into the calculator.
2. Immediately see your potential retirement tax bill.
3. Discover options to address it.

Client service levels and fee schedule

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. 

Client service levels and fee schedule
BlackRock

BlackRock

2024 GLOBAL INVESTMENT OUTLOOK

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Franklin Templeton

Franklin Templeton

U.S. Economy: Anatomy of a Recession

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DoubleLine Capital

DoubleLine Capital

Total Return Webcast - Cave People

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J.P. Morgan

J.P. Morgan

Guide to the Markets

Q2 2024

Read Report & Watch video
UNCONQUERED BY DEBT FINANCIAL LITERACY COURSE

UNCONQUERED BY DEBT FINANCIAL LITERACY COURSE

Financial wellness program from the Starvos center for economic education at Florida State University.

An introductory primer that will challenge assumptions and alter the way you see your finances forever. 

Explore 5 Key Topics Focused On Overcoming Debt & Increasing Financial Efficiency.

Let's Talk.
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