Preserve Your Future and Finances
With customized services and carefully selected products, we help retirees and pre-retirees build, preserve and guard their wealth.
Who We Serve
At Massey and Associates, we believe everyone should be able to live the retirement they’ve always dreamed of — and we’re here to help make that a reality.
We proudly serve individuals and families from diverse backgrounds, including business owners, civil servants, health care professionals, First Responders, IT specialists, teachers and more. While our clients come from all walks of life, we focus on working with those who:
- Are 55 and older
- Are retired or approaching retirement
- Have at least $250,000 in investable assets
- Have been saving for retirement and want to preserve and grow their wealth
- Embrace retirement planning enthusiastically
Not sure if we're able to help you? Give us a call at 401-333-8000
FAQ
1. How do you charge for your financial advisory services? Are there any hidden fees?
We offer a wrap fee structure. All associated costs will be clearly outlined before you decide to work with us, so you’ll know exactly what to expect. We are committed to transparency—there are no hidden fees, ever.
2. How often will I receive performance reports and updates on my financial portfolio?
We provide performance reports and portfolio updates on a regular basis, help ensure you are informed about your financial progress. Additionally, we are available for meetings as needed to discuss any financial questions that may arise.
3. How do you keep clients informed about market trends and their potential impact on my financial plan?
We provide weekly market updates to help ensure you’re aware of relevant trends. Our advisors will proactively reach out to discuss any significant market developments that might affect your financial strategy and welcome any questions you may have.
Your Financial Roadmap
Every financial journey is unique, featuring detours and dream experiences. We designed our Massey on Money Retirement Roadmap™ planning process around your goals, needs and wishes to help guide you toward your ideal retirement destination.
From your first meeting to your tailored financial strategy, we work together to help ensure you’re equipped with a comprehensive strategy that brings you confidence and clarity.
STEP 1
Discovery & Connection
Our first priority is getting to know you. During this retirement readiness review phase, we take the time to visit about your values, priorities, current situation and financial aspirations.
STEP 2
Designing Your Plan
After understanding your unique goals, we examine how we can help. Collaborating with you, we develop a tailored and comprehensive financial strategy that addresses income needs, investments, tax efficiencies, health care considerations and legacy planning.
STEP 3
Implementation & Support
We don’t just hand over a plan — we guide you through every step of it. From selecting investment vehicles to tax planning and beyond, our team is here to help make sure all the pieces align seamlessly.
Once your strategy is in place, we regularly review your progress, celebrate milestones and adapt strategies to help keep you on track. We understand that life constantly evolves and that your plan must evolve with it.
Never a Number. Always a Priority.
At Massey and Associates, we offer the best of both worlds: the comprehensive services of a big-box firm and the personalized care and attention that comes from being small enough to know you and your loved ones by name, not just some number.
We help you put your money to work, preserve your wealth and provide for the people you care about with products and services that include:
We can also refer you to professionals who provide the following services:
Trusts/Legal | Probate | Estate Planning | Income Tax Preparation
Discover the Difference
Schedule Your Visit Today
Ready to receive the comprehensive services of a big firm while experiencing the personal attention of a team that considers you family? Contact us today.