Our mission is to help clients make decisions that will produce financial freedom, peace of mind and security. We follow a team approach in offering financial planning and investment management services. Mosher Financial Advisors provides financial planning and investment management services for professionals.
We help clients "Create Prosperity by Design". At Mosher Financial Advisors (MFA), our mission is to help clients make appropriate decisions and take consistent action that enables them to produce financial freedom, peace of mind and security. We offer clients an interactive working relationship to help them better understand, orient to, and act more effectively in the areas of money and financial concerns.
We help clients "Create Prosperity by Design". At Mosher Financial Advisors (MFA), our mission is to help clients make appropriate decisions and take consistent action that enables them to produce financial freedom, peace of mind and security. We offer clients an interactive working relationship to help them better understand, orient to, and act more effectively in the areas of money and financial concerns.
Services
Mosher Financial Advisors (MFA) provides financial planning and investment management services for professionals. From our business' inception in 1984 under the original name, Mosher & Ellis, our mission has been to help clients make appropriate decisions and take consistent action that enables them to produce financial freedom, peace of mind and security.
At Mosher Financial Advisors, we recognize that most of us have only one opportunity that unfolds over the course of a 40-50 year career time horizon to earn, save and invest enough money to live a good life both now and in future retirement. Statistics indicate that the overwhelming majority of people in the marketplace today are failing to meet this challenge.
Mosher Financial Advisors follows a team approach in offering financial planning and investment management services. Clients working with Mosher Financial Advisors (MFA) will notice that help will come from not just one or two individuals, but from a well coordinated team of people dedicated to providing highly valuable help and superior customer service.
Just as each person's handwritten signature is unique, each person's financial plan and its related actions are also unique. Understanding that each person has their own distinct set of concerns to address, Mosher Financial Advisors (MFA) uses our Signature Financial Planning System, a well established process for working with clients, to guide and coordinate action.
Mosher Financial Advisors (MFA) offers comprehensive financial planning and investment management services. The term "financial planning" has evolved over time and now refers to a wide array of concerns that affect people's ability to "live a good life".
Earning, saving and investing enough money to live a good life both now and in future retirement is both a simply stated goal and a complex challenge, and our clients recognize that they need good help to improve their likelihood of success.Designing effective action for each financial planning concern typically requires first hand experience, education or orientation about the concerns and situations that we are likely to encounter over time.
Earning, saving and investing enough money to live a good life both now and in future retirement is both a simply stated goal and a complex challenge, and our clients recognize that they need good help to improve their likelihood of success.Designing effective action for each financial planning concern typically requires first hand experience, education or orientation about the concerns and situations that we are likely to encounter over time.
Reviews (2)
Patricia J.
Oct 09, 2018
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25 years ago, a friend asked me about my retirement plans. With a quizzical look, I replied, "well, I'm just going to keep working." Thankfully that friend recommended Mosher Financial Advisors which proved to be the blessing of my life. Now at 76, I'm living a comfortable retirement in Hawaii and thanking Jerry Mosher and his competent staff for their care and guidance all the past 25 years.
At first, I couldn't even sit in a meeting for 15 minutes before I reached overwhelm. With each succeeding meeting over the years I have been educated and guided. And, as a
At first, I couldn't even sit in a meeting for 15 minutes before I reached overwhelm. With each succeeding meeting over the years I have been educated and guided. And, as a
Megan C.
May 12, 2017
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Four years ago, I was living in San Francisco, and I had sold my first shares of stock that I had received from working at a "hot" startup that everyone on Yelp would be familiar with ;)
At that point in my life, I was a 20-something living in San Francisco, and I didn't know where to begin. I wanted to start saving and investing my money, but I didn't have any solid referrals for companies or individuals. After doing some digging, I found several financial planners, but I owned nowhere near the outrageous portfolio that many companies preferred to work with (sometimes, upwards
At that point in my life, I was a 20-something living in San Francisco, and I didn't know where to begin. I wanted to start saving and investing my money, but I didn't have any solid referrals for companies or individuals. After doing some digging, I found several financial planners, but I owned nowhere near the outrageous portfolio that many companies preferred to work with (sometimes, upwards
