SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
Left to right : ABIGAIL S . MCDONNELL , Investment Adviser Representative ; STEPHEN J . MANSI , CERTIFIED FINANCIAL PLANNER™ ; JEFFREY H . MASSEY , CERTIFIED FINANCIAL PLANNER™ ; ALEXAS CABRAL , Investment Adviser Representative ; SETH DESAUTEL , Investment Adviser Representative .
MASSEY AND ASSOCIATES , INC .
Retirement Wealth Advisors
JEFFREY H . MASSEY , CFP ®
CERTIFIED FINANCIAL PLANNER ™ , Investment Adviser Representative
ABIGAIL S . MCDONNELL , Investment Adviser Representative
STEPHEN J . MANSI , CFP ®
CERTIFIED FINANCIAL PLANNER ™ , Investment Adviser Representative
SETH DESAUTEL
Investment Adviser Representative
ALEXAS CABRAL
Investment Adviser Representative
250F Centerville Rd ., Warwick , RI 02886 401-333-8000 info @ MasseyAndAssociates . com MasseyOnMoney . com
How long will you live is a question that none of us can answer , but having a plan in place is key to living comfortably during your retirement years , worry free . What we hear most from our clients is that they want peace of mind . Most say they are looking to upgrade their retirement lifestyle , and others wish to enhance their legacy for their heirs and their favorite charities .
While it is most likely the first time you ’ re retired , we ’ ve essentially retired hundreds of times with our clients . We like to consider ourselves the tour guide on your road to retirement , helping you avoid as many bumps in the road as possible . Following the Massey On Money™ Retirement Roadmap allows us to structure an income strategy that reflects your financial situation , risk tolerance and investment objectives . At Massey and Associates , Inc . we focus on planning in the following areas : income , retirement investments , tax-efficient strategies , health care and legacy . As independent financial advisors , we have access to a large selection of possible solutions from a wide range of financial institutions to help clients work toward their financial goals .
Have questions regarding your specific situation ? Call the team at Massey and Associates , Inc . to schedule your complimentary Retirement Readiness Review at ( 401 ) 333-8000 . “ We help clients turn retirement possibilities into retirement realities .”
Download one of our complimentary guides that could help you in planning for your retirement .
Visit our resources page by scanning the QR code .
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 . No investment strategy can guarantee a profit or protect against loss in periods of declining values . None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product . Massey & Associates , Inc . offers tax mitigation strategies in relation to financial planning . Massey & Associates , Inc . has a strategic partnership with tax professionals and attorneys who can provide tax and / or legal advice . Individuals should consult with a qualified professional for guidance before making any purchasing decisions . 2422664 - 05 / 24
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