personalized planning

FOR YOUR FINANCIAL GOALS

You are an individual who doesn’t just jump to conclusions. Your decisions are carefully weighed and deliberated with cautious consideration.

WHEN SEEKING FINANCIAL ADVICE, YOU SEEK A COUNTERPART WHO IS EQUALLY AS DELIBERATE IN DELIVERING CAREFULLY MEASURED GUIDANCE.

We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities. Our objective is to serve as your trusted financial partner – to help you arrive at the informed decisions you value, and enjoy the confidence in knowing that every financial matter is fully addressed.

comprehensive planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

financial planning

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Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed.

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Retirement Planning

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We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve...

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Risk Management

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One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help.

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our clients

business owners

Unique solutions for business owners and entrepreneurs.

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Families & Individuals

For true financial well-being, you should feel secure...

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Retirees

Unique solutions for business owners and entrepreneurs.

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our clients

business owners

Unique solutions for business owners and entrepreneurs.

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Families & Individuals

For true financial well-being, you should feel confident...

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Retirees

Unique solutions for business owners and entrepreneurs.

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Get to know

YOUR ADVISOR

JASON P. HUFFMAN, CFP®, AAMS®

FOUNDER & PRESIDENT, MSSFP
FINANCIAL ADVISOR, RJFS

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

about me

structured process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
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Analytic insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.
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personalized guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
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