15961 McGregor Boulevard,
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, FLWhat 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.
2020 FIVE STAR WEALTH MANAGER
What we offer:The primary advisor is fiduciary as a CPA and a CFP ® professionalWorkmanship GuaranteedUpfront PricingCourteous, Uniformed ProfessionalsService on Your ScheduleSpecial Offers
Retirement PlansFind 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 InsuranceMake 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 FundsOur team will help you find the best option for a managed fund so that you can see your financial investment increase.
Massie & AssociatesYOUR 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 plansLong-term care insuranceWealth ManagementAnnuitiesManaged fundsLife InsuranceAlternative InvestmentsTax PreparationCollege 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, FLCape Coral, FLSanibel Island, FL Estero, FLBonita 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