Investment Management services
We work closely with each new client to make sure we understand their financial goals, needs and risk tolerance.
Financial & Retirement Planning Services
401K and IRA planning services
START WORKING WITH PEOPLE YOU CAN TRUST.
THE MONEY MANAGERS, INC. TEAM
Trusted Professionals
Determine Your Risk Tolerance
We use cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. This helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Together we can take the guesswork out of your financial future.
Recent Financial News
Want to offer a retirement plan for your employees but need to keep it simple?
Swipe through ➡️ to learn about the new starter 401(k) — designed specifically for small businesses that want to provide a retirement option without the complexities of traditional plans.
Have questions or want to explore your options? Our team is here to help. Give us a call anytime.

April is Financial Literacy Month, and we’re here to help you boost your financial know-how! Let’s break down two essential credit terms you should know. Swipe through to learn more.
Have questions or want to explore how these concepts align with your goals? Our team is here to help — reach out anytime!

Selecting the best health insurance for your team is more than a compliance box to check — it's a way to invest in your employees' well-being and satisfaction. Swipe through for key insights on how to make an informed choice.
Have questions or want to explore your options? Contact our team today. We are here to help!

As we mark Safer Internet Day on February 11, now is an ideal time for businesses to take stock of the current landscape. Scroll for three stats that illustrate cyber risks and three steps that protect businesses against bad actors.
Ready to enhance your approach? Connect with us to discuss strategies that protect your business and empower your team.

This weekend calls for a “super bowl” — and no, we’re not talking football! We're talking about a super burrito bowl that’s perfect for game day. 🏈 Here’s how to whip up a winning dish: 🍚 Cook 3 cups of cilantro lime rice (or use white or brown rice). 🌶️ Sauté fajita veggies — green peppers, red peppers, and onions. 🥣 In a large bowl, layer the rice, 2 cups of beans (black or pinto), and sautéed veggies. 🥑 Top with your choice of salsa, guacamole, shredded cheese, or other favorite toppings. 🧂 Sprinkle with sea salt and pepper, and serve with lime wedges and tortilla chips. The best part? You can easily double or triple the recipe for a crowd and ask guests to bring their favorite toppings for a true team effort! Whatever’s on your menu this Sunday, we hope it’s a winning combo. And as always, if See More

🚨 In November 2024, the IRS announced new retirement savings limits for 2025, which could affect your financial plans. 🚨
Swipe through to learn more about these important changes.
Are you wondering how these updates fit into your current retirement strategy? Give us a call today — we’re here to help!

As we enter 2025, recent findings from the 2024 LIMRA Insurance Barometer Study reveal critical insights into life insurance coverage. These trends are important for anyone focused on financial planning and protection for loved ones.📉
Life insurance doesn’t have to be out of reach. Connect with us to explore affordable options that offer peace of mind and financial security for you and your family.

Financial Articles

What Employers Should Know About 401(k) Vesting Schedules
Emplopyers Should Know about 401 (K) Vesting Schedules Presented by Marc Aarons I hope this finds you well[…]

Contribute to IRAS & HSAs Before Tax Day
Contribute to IRAS & HSAs Before Tax Day Presented by Marc Aarons I hope you’re doing well. With Tax[…]

Financial Market Update – Week of 12/16/2024
Financial Market Update – Week of 12/16 Presented by Marc Aarons Major U.S. equity indexes traded in a mixed[…]