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
Happy National Financial Planning Month!
We want to take this opportunity to thank our amazing client family for trusting us with your financial planning needs. Your confidence in us means the world, and we’re honored to help you achieve your financial goals.
As always, we're here for you. Whether you have questions, need advice, or just want to chat about your financial future, don’t hesitate to reach out.
Here's to a month of thoughtful planning and continued success!
The IRS has granted tax extensions for residents in Georgia, Florida, North Carolina, South Carolina, and Vermont affected by Hurricane Debby. If you live in one of these states, you now have until February 3, 2025, to file various 2024 tax returns and make payments.
Swipe for key points about this extension ↩️
If you have questions or need assistance, we're here to help! Reach out to us today 📞
Many businesses believe that low initial participation means a 401(k) isn't valued by employees. However, low enrollment is often due to a lack of understanding about how these plans work and their benefits.
By providing educational resources and regular information sessions, your business can significantly boost participation rates.
Looking to encourage higher participation in your 401(k) plan? Connect with our team to explore how effective education and encouragement can transform your 401(k) participation rates.
If you are interested in optimizing your portfolio or finding how connect with us: calendly.com/financial-planning-money-managers-inc/partnership-meeting
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