Services

The Musuneggi Financial Group offers the following services for individuals and business owners.

Click on each service for a closer look at what we provide.

 

FOR INDIVIDUALS

Financial Planning

Investment Management

Asset Protection

Estate & Philanthropic Planning

College Funding Service

Divorce Planning

Senior Lifestyle Planning

Life & Career Planning 

 

FOR BUSINESS OWNERS

Succession Planning 

Business Retirement Plan Consulting

Business Protection

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  • Services Snapshot

    Financial Services For Individuals
    • Starting Out/Starting Over Coaching
    • Financial Planning
    • Investment Management
    • Asset Protection
    • Estate & Philanthropic Planning
    • College Funding Service
    • Divorce Planning
    • Senior Lifestyle Planning
    • Life & Career Planning

    Financial Services for Businesses
    • Succession Planning
    • Business Retirement Plan Consulting
    • Business Protection

  • Events

    Stay tuned for a full list of our 2018 Workshops!

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