Financial & Retirement Planning Services 

It is never too late to start or improve a retirement plan. At Matthew S. Abrams, CPA (MSA), we understand it can be stressful to plan for your retirement. That is why we offer personalized strategies to help grow your wealth so you can enjoy financial security and live out your dreams. We use the knowledge gained from over 40 years of experience to review your current situation, calculate your anticipated retirement income, and suggest investments. 

What do our financial and retirement planning services offer you? It helps you plan for your retirement with confidence so you can be comfortable.

Why Choose Us For Your Retirement Planning

You deserve the best financial and retirement planning services. Here’s why people consistently trust MSA with their retirement and financial planning:

Our team has decades of experience and is up to date with the latest retirement laws and market products. We’ve got you covered, whether you are just starting or have an extensive retirement portfolio.

Each client’s needs are different. We take the time to understand your situation, hear what your needs are, and offer strategies that work for you. 

Good financial planning and avoiding unintended tax consequences on retirement plans are all about the details. Every investment we suggest is carefully reviewed. 

Retirement Planning Services We Offer

The retirement planning services offered by MSA include a review of your current portfolio and financial circumstances. We then calculate your anticipated retirement income and suggest investments ideal for your unique situation. The MSA team is fully informed on all legislation that could impact your retirement investments. We aim to develop a tax-efficient portfolio that maximizes your capital for growth, whether you are a business or an individual. 

Small business owners need to spend their time managing and growing their businesses. That is why MSA suggests retirement plans that are easier to administer and less expensive. The retirement and financial services we offer individuals are designed with their goals and dreams in mind. It includes an understanding of current living expenses compared to what it will look like in retirement. We want you and your loved ones to live comfortably in the future. 



When you choose MSA for financial and retirement planning services in Hollywood, you will work with the same people year after year, as we pride ourselves on having very little turnover in our team. We also serve clients throughout the U.S. and worldwide. 

What Sets Us Apart

We believe in doing things differently at MSA when we offer financial and retirement planning services to U.S. and global clients. Here’s how we do it.

We keep you informed consistently and ensure our communication is clear when we present our retirement calculations and investment suggestions. We avoid using jargon as much as possible. 

We know time is of the essence in retirement planning. That is why we prepare all documentation quickly and accurately, including tax-related matters. MSA does not cut corners. 

We respect your privacy and handle all your information with the utmost discretion. Our company follows strict protocols to protect your data.

How Our Process Works

We like to keep our processes simple at MSA. Here’s how it works when you choose us for the best financial and retirement planning services: 

Initial Consultation

We learn more about your retirement portfolio and financial needs. It could be an in-person appointment at our Hollywood, FL, office or a virtual meeting.

Document Collection

You provide us with the relevant documents and information, including employer-sponsored retirement plans. We will guide you if you are unsure what’s needed.

Portfolio and Tax Preparation

The MSA team will prepare your portfolio by calculating your anticipated retirement income, suggesting appropriate investments, and advising on potential tax obligations. 

Review and Approval

We meet to review your retirement and financial plan to ensure all information is correct and you are happy with the results. 

Implementation and Filing

We implement the retirement plan and file tax documentation related to your portfolio to maintain compliance. 

Ongoing Support

Do you have any questions about your retirement plan? Need help with trust and estate planning? We are ready to assist you throughout the year.

FAQ’s 

Let Us Handle Your Financial and Retirement Planning 

Act on your financial and retirement planning today. When you work with Matthew S. Abrams, CPA, you’re getting a partner who’s dedicated to making the process as simple and efficient as possible. Whether you have a small business or want to enhance your individual retirement portfolio, we lighten your burden with our expertise. 

Give us a call or fill out our contact form, and we’ll be happy to set up a consultation to discuss how our financial and retirement planning services can help you.