INTEGRITY
Unique
As a CFP® and CPA we offer both financial planning and tax advice as part of your comprehensive financial plan.
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 ever-changing tax laws and how they affect your overall financial portfolio both now and in the future. We approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed.
Call us today at (239) 333-2526 to set up your free 30-minute consultation.
Our Services
Focused on You
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
Designed for You
A New Approach to Planning
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.