Financial Planning

Learn how to protect your money and retire well. If you seek financial planning assistance from Messina’s Wealth Management, we can show you how to:

  1. Keep your money safe
  2. Earn a reasonable rate of return**
  3. Keep things simple and straightforward

Looking for a
worry-free retirement...

See why our clients are so happy they moved their money to Messina Wealth Management.

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Retire Well - Nick Messina Louisiana financial planner
Founder and President, Nick Messina
About

Messina’s Wealth Management

At Messina’s Wealth Management, our motto is “You earn it. We protect it.” We want only what’s best for our clients. There are certain questions you need to ask yourself.

Can your retirement plan handle a down market? Is your portfolio aligned with your goals and needs?

We use a systematic approach to create personalized portfolios that match the needs of every client. Our approach to financial planning can help keep your principal safe and offer a reasonable rate of return.**

Attend An

Educational Seminar Event

Our team reserves amazing restaurants to hold our educational retirement seminars. At these events, attendees will enjoy a delicious meal while they learn. In our presentation, we’ll discuss retirement strategies that can give you confidence and peace of mind–Additionally, you’ll learn about market conditions and how to protect your money.

Protect Your Principal
Retire Well

What Makes Us Different?

Many financial planners say they care about their clients’ long-term success. But, when was the last time your agent called you? We believe it’s more important to actually show that you care. You deserve help from a financial planner who will walk you through your options, step-by-step. We take the time to make sure you’re fully educated, so you can make informed decisions. We provide no obligation annual reviews. And, we offer client appreciation, client education, and social events throughout the year for you to attend.

Keep Your
Money Safe

Many people use the “buy and hold” strategy to accumulate wealth. Because, in the early years of their career, they can invest for the long haul. Therefore, they may have a higher risk tolerance. However, as retirement draws closer–Or arrives–their risk tolerance may lower. Market downturns can cause financial product values to drop. And so, protecting your principal* becomes the new priority. At Messina’s Wealth Management, we understand the importance of protecting your money, especially, in retirement. We can show you how to employ a combination of “safe money” options and keep your portfolio balanced.

Reasonable
Rate of Return**

Do you have to give up earning a reasonable interest rate in order to protect your principal? In short, “No.” At Messina’s Wealth Management, we offer products that help our clients achieve a reasonable rate of return** over time. Protecting your money comes first, but earning a reasonable rate of return**. Is also crucial. We can guide you towards options to grow your income to ensure you don’t run out of money in retirement.

Keep It Simple

What you do with your money now will impact your finances for the rest of your life. A lot is on the line, and you may feel overwhelmed trying to make decisions. Thankfully, our team makes the process of financial planning simple. Messina’s Wealth Management takes the time to educate our clients. Unlike other agents, we answer your questions. We listen. Moreover, we provide straightforward solutions. Ultimately, we believe in keeping things simple. 

What WE Do

What We Do

401(k), Roth 401(k), Solo 401(k), SEP IRA

IRA, Roth IRA, Simple IRA, Self-Directed IRA

403(b), 457(b)

Fixed Annuities, Fixed Index Annuities

Life Insurance, Indexed Universal Life Insurance

Medicare, Social Security Benefits

Pension Planning

Legacy and Estate Planning

Real Estate & Business Investment Planning

Wealth Management

Long Term Care Planning

Market Portfolio Strategy

Active Versus Passive Money Management

Retirement Income Planning

Accredited Investor Strategies (for qualified clients only)

Potential Tax Implications of Retirement Strategies

Looking for a second opinion? Give Us a Call

Our team here at Messina’s Wealth Management hosts educational seminars as well as one-on-one appointments with clients. We’ll review your current retirement portfolio, examine and explain your current fees, and discuss your options for protecting your policies in the event of a market dip. Let’s work together to find the right solution for you. You earn it, we protect it!

Our Office Locations

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