Financial Advisors & Forecast Planning
✓ Tax Minimization
✓ Financial Retirement
✓ Estate Planning
✓ Consistent Results
Whether you need to have a plan for future retirement with maximum tax benefits or estate planning, we equip you with a plan of success for maximum profits in the time that works for you and your business.
Business Financial Planning
✓ Growth & Profit
✓ Succession Planning
✓ Wealth Management
✓ Peace of Mind
Your business should work for you, not you only work for your business. MSM Advisors helps business owners with wealth management and succession planning to have growth and profit.
Virtual Chief Financial Officer (CFO)
✓ CPA Controller
✓ Certified Financial Planner
✓ Cash Flow
✓ Asset Protection
Virtual Chief Financial Officer (CFO) services allow business owners to have the overwhelming tasks, management, taxes, reporting handled by CPA Controllers and Certified Financial Planners.
See what people are saying about MSM.
I have known Mike for many years and used his services for my company as well as our personal taxes. He not only completed our financials and tax returns, but provided excellent advice in tax planning. He always gave us options and outlined the effectiveness and cost of all them. High integrity and ethics provided us with a high level of trust in his work and his counsel.
Graham Capital Partners, LLC represented a client of Michael Moffitt, CPA in a recapitalization mandate. The transaction was complex and data intensive with multiple operating entities being recapitalized. Michael was a key part of the team responsible for data compilation, analysis, and due diligence support at all stages of the transaction. His breadth and depth of knowledge was integral to timely and accurate information needs of the transaction and I would welcome the opportunity to work with him in the future.