Why Choose Us?

WHY CHOOSE MONEY MANAGERS, INC TO HELP YOU SOLVE THE PUZZLE OF FINANCIAL SECURITY

OUR WORK IS CLIENT CENTERED, GOAL DIRECTED, AND VALUES BASED.

What do we mean by:

Client Centered?

1. We never forget it's your money.
2. You are always in control.
3. We protect your need for safety and confidentiality.
4. We practice listening.
5. We help you verbalize the life you envision. 
6. We cheerfully answer all your questions.
7. We provide excellent customer service.

Goal Directed?

1. We believe our first goal is to help you protect the wealth you have now.
2. We know it is not what you earn, it's what you keep that counts.
3. We understand that risk is best managed by caution.
4. We develop strategies to match your vision of your future.
5. We inform you of needs you may have that you are unaware of.
6. We monitor our progress.
7. We revise our strategy when your needs or economic factors require change.

Values Based?

1. We honor the importance of faith and family.
2. We respect your personal values.
3. We know money is the means to an end, not the end itself.
4. Your dreams and desires drive the process.
5. We aid your support of needs or causes that help you give back.
6. We value your time.
7. We offer functions that are informative, educational, and sometimes, just fun.