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Due to the Coronavirus outbreak we are temporarily ceasing all in person meetings at our offices. You can still call our main office or email your advisor and we will get back with you in a timely manner. We are sorry for the inconvenience, but we are trying to do our part for our community in slowing the spread of this virus.

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Our Services

 

Products and services for individuals include:

  • Investment planning
  • Tax planning
  • Estate planning
  • Insurance planning*
  • Charitable gifting
  • Retirement planning
  • 401k / 403b and other retirement plan rollovers
 

Products and services for business include:

  • Tax planning
  • Retirement Plans
    • Plan Design and Selection
    • Continuity of Plan Administrator's Fiduciary Responsibility
    • Assistance with Investment Policy Statement
    • Participant Education
    • Structured Portfolio Design
  • Employee Benefit Plans
 

Products and services for foundations include:

  • Professional Asset Management
  • Investment Policy Statement Advising
  • Benchmark Comparison
  • Charitable Gifting Strategy Advising for Donors
*We do not sell any insurance products

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: (870) 234-1618

Email: angie@msfwm.com

202 S. Pine St, Magnolia, Arkansas 71753

 

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