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Bucket List

You want your money to last to achieve all of your goals for your retirement. It starts with discovering your “why,” and we can help you. Let us help you realize what is most important to you so you can maximize your assets and have a secure financial future.

You are in good hands with a knowledgeable and helpful financial planner with real-world experience. Charles Massie's unique background as a business owner and holding both CFP® and CPA designations, allow him to create a comprehensive financial plan for your specific situation, taking into account the ever-changing tax laws and how they affect your overall financial portfolio both now and in the future.

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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