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:
Massie & Associates
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
- 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.