Helping you plan and invest for a better tomorrow
Plan. Grow. Protect.
Financial Planning
Based on your values and needs, we’ll design a strategy and plan to help you lead the life you want, protect your family along the way, and achieve both short-term and long-term goals.
Investments
We’ll design, implement and manage an investment portfolio to meet your goals with the least amount of risk necessary and in a way that is tax efficient and cost effective.
Taxes
We’ll proactively use advanced tax strategies to protect your hard-earned money as well as partner with your tax preparer to maximize take-home pay and uncover potential tax savings.
We’re a Fiduciary
Put simply, we act in your best interest. Everything we do, from the advice we give to the services we provide is with your best interest in mind. We act as a fiduciary because we are committed to helping you build a better life, where you can save more for the future and can make the most of your money.
Modern Tools
Technology exists to make our lives better. That’s why we embrace it. You’ll have access to the latest and greatest financial tools along with your own personal portal to monitor your progress along the way in real time.
No sales tricks, no suit and tie, no insider jargon - I’m just a guy that knows a lot about money and is passionate about helping people.
Schedule a meeting today and see if Modern Money Management is right for you.
There is no commitment, pressure or obligation.