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ACHIEVE FINANCIAL PLANNING SUCCESS

With all of the tax changes and potential tax changes to come, I strongly recommend that you sit down with me to review your financial plans related to gifting, estates, and beneficiaries. Remember the first 30 minutes consultation is free!

Call our office at (239) 333-2526 for an appointment as soon as possible, as the appointments fill up fast this time of year.

Financial Advisor in Fort Myers, FL

What makes us different? Charles A. Massie is a Certified Financial Planner as well as a Certified Public Accountant (CFP®, CPA). With both designations and over 20 years of experience, we can put together a comprehensive financial plan that takes into account the everchanging tax laws and how they affect your overall financial portfolio both now and in the future. This includes retirement planning, long-term care insurance, and more. We are a team of dedicated experts that can offer you a transparent approach to planning and handling your life insurance, equities, and disability insurance.

Call us today at (239) 333-2526 to set up your free 30-minute consultation.

What we offer:

Our Services

Retirement Plans

Find the best ways to save up money for your senior years. We will assist you in planning for your retirement so that you can achieve financial independence.

Long-Term Care Insurance

Make the necessary preparations for your senior years. We will support you in finding the right long-term care insurance for your future living needs as a senior citizen.

Managed Funds

Our team will help you find the best option for a managed fund so that you can see your financial investment increase.

Massie & Associates
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Your Retirement Planner in Fort Myers, FL

At Massie & Associates, we help you find the best ways to save up money for your senior years. We will assist you in planning for your retirement so that you can achieve financial independence.

Our services include:

  • Retirement plans
  • Long-term care insurance
  • Wealth Management
  • Annuities
  • Managed funds
  • Life Insurance
  • Alternative Investments
  • Tax Preparation
  • College saving plans

Offering Life Insurance

Life insurance can be used to provide funds at death to supplement lifetime income. It is more often used as another means of creating a retirement income while you are alive. You will find life insurance is a versatile economic product that allows for many asset protected options, ask us about this.

As a leading financial planner in South West FL, we offer services to our valued clients in these areas:

  • Fort Myers, FL
  • Cape Coral, FL
  • Sanibel Island, FL 
  • Estero, FL
  • Bonita Springs, FL

Call us today at (239) 333-2526 for more information about our financial services and to set up a free consultation. 

"I have had good experiences with Massie & Associates. Charles is experienced in a wide variety of business. He's owned and run small businesses, he's a CPA, he's a certified financial planner, he knows insurance, he understands what entrepreneurs go through, and all that combined gives him a unique perspective. I give them five stars!"
Lon M. Orenstein
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What Our Clients Are Saying
  • Apex Physical Therapy & Athletic Performance Avatar
    Apex Physical Therapy & Athletic Performance
    1/19/2019 - Google

    I have worked with Chuck, Joan and the team for 10 + years and they are fantastic! As... read more

    Tyler Ortengren Avatar
    Tyler Ortengren
    1/19/2019 - Google

    I can't recommend this company enough! They are knowledgeable, friendly, and provide an exceptional value to the company I work for.

    Ryan Carter Avatar
    Ryan Carter
    1/19/2019 - Google

    They have always done a great job for me over the past 9 years. They are prompt, do accurate... read more

  • Alan Fisher Avatar
    Alan Fisher
    1/19/2019 - Google

    Excellent, knowledgeable staff with unquestionable integrity!

    Suzanne Prytherch Avatar
    Suzanne Prytherch
    1/19/2018 - Google

    Joan and Chuck are wonderful. You could not find a better company to do your taxes. We have... read more

    B C Avatar
    B C
    1/19/2017 - Google

    I have been using Massie & Reilly for a couple years now and I am very happy with their work.... read more

  • Charles Massie has handled my financial affairs and taxes, for 26 years and counting, that should speak highly for his... read more

    Dave Nash
    5/19/2021
  • I have had good experiences with Massie & Associates. Charles is experienced in a wide variety of business. He's owned... read more

    Lon M. Orenstein
    5/19/2021
  • Invaluable financial, investment, tax and estate service.
    -Charles Massie and Associates honest and attentive work gives us financial peace of mind...
    read more

    Travis Farris
    5/19/2021
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