As independent professionals understand all too well, income levels can fluctuate throughout the course of a career. At MSI, our mission is to protect and enhance the wealth of our clients. In that way, each client can maintain the lifestyle they desire and preserve the inheritance they leave for their family and future generations.
Working closely with our clients and attorneys, we establish a framework of wealth accumulation objectives designed to maximize, and maintain, the assets acquired during peak earning periods.
We continually work to project future income and monitor spending – helping to safeguard the long-term financial goals of our clients. We can further help craft proper estate transference documentation to ensure all assets are distributed to the people that you designate.