MKS Financial Services

Your financial future matters.

Major financial decisions affect all areas of life, and it's truly fulfilling to see individuals achieve their dreams and reach their financial goals by making the best financial decisions for their future. We help Clients build for tomorrow.

We specialize in laying the groundwork for tomorrow through strategic planning today. Our dedication for Clients and commitment in guiding them towards lifelong financial success distinguish us from the rest.

Pre and post retirees

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With the complexities inherent in business ownership, we take pride in helping Clients, streamline processes and optimize savings through strategic tax planning.

Business owners

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Enjoying collaboration with veterinarians, we find fulfillment in helping create customized financial solutions that align with their unique needs and goals.

Veterinarians

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Teacher enjoying a quiet moment with her coffee.

As a former teacher, Mike Spicer values empowering these Clients to understand their finances. With a special connection to educators, our team is dedicated to securing their financial futures.

Teachers

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At MKS Financial my husband and I always feel heard and respected. Our advisor Michelle is very knowledgeable and ready to assist us at any time. Since we are in our retirement Michelle has been terrific. She provides information in a way that we can understand and is always open to questions and finding the best outcome for us. We feel we have become one of the MKS Family!

- Monica W.

Recently moved our financial portfolio over to Mike and his team and could not be happier. Mike, Michelle and Kerry work hard to provide the information and guidance you need at any stage in your life; in our case preparing for retirement. They are very knowledgeable and personable and work well as a team that I trust. Definitely exceeded my expectations!

- Donna L.

Mike and his group are always incredibly helpful and able to provide guidance. They work around your schedule and make sure your needs are met. They are wonderful!

- Nicole B.

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Protect your wealth, provide for your family, and prepare for retirement.

Your financial future matters.

Pre and post retirees

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Teachers

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