Massey & Associates, Inc.

Founding Date

Massey & Associates, Inc. is an independent financial services firm that aims to provide straightforward, sound financial advice to clients. Massey & Associates also serves as a financial planning firm that specializes in highly-effective planning strategies primarily for retirees and soon-to-be retirees. The firm's team can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns. Their services include inflation laddered income planning, lifetime paycheck planning, requirement minimum distribution planning, life insurance, annuities, and long-term care, among others.



  1. Discover. Sit down with them and discover what your ideal retirement looks like.

  2. Evaluate. Using the Massey On Money Retirement RoadmapTM Process, examine your current financial situation and identify any potential gaps.

  3. Plan. Receive a custom strategy to help you reach your unique retirement goals.

Here are some of the benefits of working with Massey & Associates, Inc.:

  • Experienced and qualified financial professionals

  • Personalized and comprehensive financial planning

  • Independent and unbiased advice

  • Access to a variety of investment and insurance products