Massey & Associates
Massey & Associates 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.
ABOUT MASSEY & ASSOCIATES
It was founded in 1999 by Jeff H. Massey, CFP®, a CERTIFIED FINANCIAL PLANNER™ professional with more than two decades of experience.
The firm has been recognized for its excellence in financial planning. In 2023, The firm was awarded the Five Star Wealth Manager award by Five Star Professional.
THE MASSEY EDGE
Experienced and qualified financial professionals
Personalized and comprehensive financial planning
Independent and unbiased advice
Access to a variety of investment and insurance products
THEIR 3-STEP PLAN
Discover.
Sit down with them and discover what your ideal retirement looks like.
Evaluate.
Using the Massey On Money Retirement RoadmapTM Process, examine your current financial situation and identify any potential gaps.
Plan.
Receive a custom strategy to help you reach your unique retirement goals.