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READY FOR RETIREMENT

How quickly days turned into weeks, into months, into years and that dream of retirement that seemed so far away has now arrived. Are you ready?

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<span>WHY MSA AND OUR COMMITMENT TO YOU</span>

WHY MSA AND OUR COMMITMENT TO YOU

Co-founders, Bryan and Michael, set out to make McAlister, Sweet & Associates different from other financial services firms by keeping it small, thus working with a limited number of families. Beginning in 2000, our growth stems from referrals from existing clients allowing us to better manage the needs of every family. 

 

Our goal is to make every client feel as if they are part of our family. Through a personal “hands on” approach we stay focused on where our clients want to go, help them get there, and advise them on the importance of maintaining a disciplined strategy to realizing their dreams.

Our Services

We create strategies that are tailored to your needs and goals.

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Our Fees

Years of experience have prepared us to guide you through your life transitions.

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Our Team

Robin Olds

Robin Olds

Vice-President of Operations

(281) 897-0700

(281) 897-0702

Shelbie Benitez

Shelbie Benitez

Financial Associate

281-897-0700

281-897-0702

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Assess Your Life Insurance Needs

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.
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Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.
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LET'S GET CONNECTED

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