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The Advisor you've been looking for

A Different Approach to Personal Investing

If you were an investor in 2001 or 2008 you know how stressful investing can be. You may have wanted to sell your investments only to have your advisor tell you to just hold everything, as the markets fell day after day after day.  Wouldn’t you have felt relieved to find an advisor who would have called you to tell you they had taken you out of stocks in the earlier days of those gut-wrenching times? That’s what I focus on at Mossman Financial Solutions, LLC. I am the advisor you’ve been looking for.

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Tax

 
 

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Helpful Content

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Preparing For the Ultimate Vacation

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Put It in a Letter

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A letter of instruction provides additional and more personal information regarding your estate.

Critical Estate Documents

Critical Estate Documents

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A Brief Guide To Condo Insurance

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Assess how many days you'll work to pay your federal tax liability.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Retirement Plan Distributions

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There are some key concepts to understand when investing for retirement

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Learn more about taxes, tax-favored investing, and tax strategies.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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