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Managed Funds

Your Quick Guide to Investment Management

With the multitude of investment options available, it’s difficult to make financial decisions for your future. You know you need to save and invest to build wealth and retire while you can still enjoy yourself, but you’re probably unsure how to get it done.

The answer is investment management. Massie & Associates is a leading financial advisor, working with some of the most notable financial managers in the field. You might even see our money experts on NBC, ABC, and CBS. We’re committed to helping you sort through your options and putting you on the path to build wealth.

Your Investment Options

Your Investment Options

At Massie & Associates, we know how important it is to plan for your financial future. That’s why we specialize in a range of financial services, including investments, retirement planning, personal trusts, and more. You may not even realize how important it is to use tax planning with financial planning to maximize your wealth-building ability.

Investing is more than picking out stocks and bonds. You also have to decide which investment vehicle to use. For example, you can invest in a tax-deferred retirement account to reduce your current tax burden while saving for your future. Of course, we also have to consider which investment products meet your financial objectives while keeping your portfolio balanced.

We have decades of experience in the financial industry and we can help you choose the right investment solution for your unique needs. For example, we may recommend you include an indexed universal life insurance as a tax-free investment to your retirement plan. And if you’re nearing retirement, we’ll talk to you about how to plan your distributions to streamline your income.

Frequently Asked Questions

You may have lots of information at your fingertips through the internet, but it can’t replace knowledge and experience. Working with our investment managers allows you to focus on other things, while we tailor your investments to meet your objectives, timelines, and risk tolerance.

Yes. Life happens, and there may be times when you have to take a break from contributing to your investment accounts because of a job loss or other life event. Your financial goals may also change throughout your life. We’re here to adjust as needed and put you on your fresh path to financial success.

While there are no risk-free investments, it’s actually risky not to invest your money. Even keeping your money in an interest-bearing savings account will not let you keep up with inflation. This means every year your money loses earning power. We can help you mitigate investment risks by keeping your portfolio diversified and within your preferred risk tolerance level.

Start Investing in Your Future

At Massie & Associates, we understand it’s challenging to navigate all your investment options and plan your financial future on your own. That’s why we offer tailored solutions to help you reach your financial goals and enjoy your retirement years. Contact us today and start investing in your future.

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