Musselman Financial Solutions, LLC

Services Our services are designed to help you answer the following questions How can I get more from my investments? How can I reduce my exposure to risk? How much money will I need to live comfortably in retirement? Am I saving enough? What is the best way to save for college? How can I help reduce estate taxes and preserve more of my assets for my heirs? Do I have the right amount of life insurance? INVESTMENT PLANNING Identifying Capital, Contribution and Return Requirements to Meet Goals Building Cash Reserves Information on Alternatives Pros/Cons Asset Allocation: Attempting to Reduce Risk, Potentially Enhance rate of Return by Balancing Assets RETIREMENT PLANNING Dealing with Lump Sum Distributions Projecting Early or Late Retirement Income Generating Strategies Coordinating Social Security, Pensions and other Sources of Income Maximizing Tax Efficiency ESTATE PLANNING Protecting Privacy Preserving Family Wealth Charitable Giving Minimizing Tax Liabilities INSURANCE PLANNING HELPING CLIENTS WITH GAME PLAN FOR: Disability or Illness Premature Death Long-Term Care Needs Products INVESTMENT PRODUCTS Money Markets Treasury Bills, Notes and Bonds Stocks Bonds (Taxable and Tax Free) Mutual Funds REITS (Real Estate Investment Trusts) Limited Partnerships Annuities (Fixed and Variable IRAs, SEP IRAs, Roth IRAs Retirement Plans (401Ks, DC and DB Plans) College Funding Plans (Separately Managed Accounts) INSURANCE PRODUCTS Life (Individual and Group) Annuity Disability Group Health Long-Term Care Private Pension Key Person Insurance Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.

Address: 173 Main Street, Suite B, Harleysville, PA 19438, USA

Phone: +1 610 829 9180
FAX: +1 610 991 2475