SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
Team of Advisors( pictured left to right): ABIGAIL S. MCDONNELL, Investment Adviser Representative; JIA CHEN, Investment Adviser Representative; SCOTT MILLER, Investment Adviser Representative; JEFFREY H. MASSEY, CERTIFIED FINANCIAL PLANNER ™, Investment Adviser Representative; STEPHEN MANSI, CERTIFIED FINANCIAL PLANNER™; MICHAEL FERRIE, Investment Adviser Representative; SETH DESAUTEL, Investment Adviser Representative.
JEFFREY H. MASSEY, CFP ®
CERTIFIED FINANCIAL PLANNER ™, Investment Adviser Representative
STEPHEN J. MANSI, CFP ®
CERTIFIED FINANCIAL PLANNER ™, Investment Adviser Representative
ABIGAIL S. MCDONNELL
Investment Adviser Representative
JIA CHEN
Investment Adviser Representative
MICHAEL FERRIE
Investment Adviser Representative
SCOTT MILLER
Investment Adviser Representative
SETH DESAUTEL
Investment Adviser Representative
401-333-8000 MasseyOnMoney. com
MASSEY AND ASSOCIATES, INC.
Retirement Wealth Advisors
SURVEY SAYS: Your Biggest Concern is Running Out of Money in Retirement!
For many people, the fear of outliving their savings is even greater than the fear of death. And the truth is, it’ s a valid concern— especially as retirement can now last twenty, thirty, or more years.
At Massey and Associates, Inc., we meet people all the time who have done a great job saving for retirement— but they’ re unsure how to turn those savings into a reliable income stream that lasts for life. That’ s where we come in. Our team focuses on helping individuals nearing or in retirement design a personalized income plan— one that aims to provide financial confidence for as long as you live.
We offer comprehensive services that include:
• Retirement Planning – Creating a roadmap for a confident and fulfilling retirement.
• Investment Management – Aligning your investments with your long-term goals and risk tolerance.
• Tax Planning Strategies – Optimizing taxes to help you keep more of what you’ ve earned.
• Legacy Planning – Helping insure your legacy is protected and passed on, tax efficiently, according to your wishes.
If you’ re over fifty-five and preparing for the transition into retirement, now is the time to take control of your financial future. Let us help you build a solid, sustainable income plan— so you can enjoy your retirement without the fear of running out of money.
Call the team at Massey and Associates, Inc. today to schedule your complimentary Retirement Readiness Review, or visit us online at MasseyOnMoney. com to learn more.
Insurance products are offered through the insurance business Massey & Associates, Inc. Massey & Associates, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC( AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Massey & Associates, Inc. are not subject to Investment Advisor requirements. Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 3089757 06 / 25
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