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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:
The primary advisor is fiduciary as a CPA and a CFP ® professional
Workmanship Guaranteed
Upfront Pricing
Courteous, Uniformed Professionals
Service on Your Schedule
Special Offers


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


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.

"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