Money Management Services, Inc.

Money Management Services, Inc. We are a Fee-Only Independent Registered Investment Advisory Firm located in Birmingham, Alabama.

Significant life changes can lead to substantial financial challenges. Discover strategies for managing divorce, inherit...
03/08/2026

Significant life changes can lead to substantial financial challenges. Discover strategies for managing divorce, inheritance, caregiving, career transitions, and retirement in our latest newsletter. Explore the insights and guidance we offer by reading it today.

Prep today means fewer regrets tomorrow.

Retirement is more than a milestone. Our newsletter covers key decisions like when to start Social Security, choosing th...
03/01/2026

Retirement is more than a milestone. Our newsletter covers key decisions like when to start Social Security, choosing the right accounts, and ensuring your savings last, plus four other important topics. Discover more in our latest edition.

These money moments hit hard. Stay prepared.

Wealthy parents frequently skip inheritance talks with their kids, leaving them unready for future wealth management. It...
02/22/2026

Wealthy parents frequently skip inheritance talks with their kids, leaving them unready for future wealth management. It's crucial to have open financial planning discussions to prepare the next generation for smart decision-making. For more details, check out today's newsletter.

Plan for the moments that reshape your finances.

Explore five major life events that can greatly influence your financial situation: going through a divorce, receiving a...
02/15/2026

Explore five major life events that can greatly influence your financial situation: going through a divorce, receiving an inheritance, assuming caregiving duties, switching jobs, and retiring. These occurrences often arise unexpectedly. Learn more in our newsletter.

Divorce. Job loss. Inheritance. Are you ready?

Explore our Anti-Regret Playbook, crafted to help you make strategic decisions now for a secure retirement. Gain insight...
02/05/2026

Explore our Anti-Regret Playbook, crafted to help you make strategic decisions now for a secure retirement. Gain insights and practical advice for navigating retirement planning complexities, ensuring peace of mind and financial stability. Click here to learn more.

See the moves to make now.

Retirement is meant to be the most fulfilling time of your life, but a handful of costly mistakes can turn that dream in...
01/29/2026

Retirement is meant to be the most fulfilling time of your life, but a handful of costly mistakes can turn that dream into a difficult journey. Take control with the Anti-Regret Playbook. Download it now to learn more.

Get proactive with the Anti-Regret Playbook.

Avoid letting expensive errors disrupt your retirement plans. It's common for individuals to miss important steps in the...
01/22/2026

Avoid letting expensive errors disrupt your retirement plans. It's common for individuals to miss important steps in their pre-retirement preparations. Identify these frequent mistakes now to prevent future costs. Click here to discover more.

Spot the missteps before they cost you later.

Thinking about retirement but concerned about possible challenges? Discover how to spot and steer clear of frequent pre-...
01/15/2026

Thinking about retirement but concerned about possible challenges? Discover how to spot and steer clear of frequent pre-retirement errors that might affect your future. Find out more by clicking here.

Avoid these common pre-retirement missteps.

Taking the time now to collaboratively plan for estate matters and long-term care can bring clarity to your future. It r...
01/05/2026

Taking the time now to collaboratively plan for estate matters and long-term care can bring clarity to your future. It reduces stress and ensures that your family's wishes are respected and honored, providing peace of mind for everyone involved.

Thoughtful and proactive beats urgent and reactive.

Starting the conversation about long-term care with your family is just the beginning. The next crucial step is to plan ...
12/29/2025

Starting the conversation about long-term care with your family is just the beginning. The next crucial step is to plan together, ensuring everyone is on the same page. Explore various strategies to plan with confidence and peace of mind.

This guide helps you ask the right questions.

When families gather to talk about aging and long-term care, emotions can often arise, making the conversation difficult...
12/22/2025

When families gather to talk about aging and long-term care, emotions can often arise, making the conversation difficult. Consider strategies to successfully manage these discussions, ensuring that everyone's emotions are recognized and respected.

Would you know what to do or who decides what happens?

Discussing long-term care with aging parents can be sensitive, but it doesn't have to be uncomfortable. With the right a...
12/15/2025

Discussing long-term care with aging parents can be sensitive, but it doesn't have to be uncomfortable. With the right approach, you can have a meaningful conversation that respects their needs and wishes. Start the dialogue today.

The right question can open a powerful conversation.

Address

3410 Independence Drive
Birmingham, AL
35209

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

Telephone

+12058717526

Alerts

Be the first to know and let us send you an email when Money Management Services, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share