You Earn it. We Protect It.

Financial Discovery

financial plan discovery

“You Earn It, We Protect It.”

Planning For The Future

With so many retirement options available, how do you know which ones are best for you? The answer starts with what we call a “financial discovery” session. In these one-on-one private consultations, we’ll review your situation, answer questions, and provide information on options available to you. Our firm focuses on helping you protect your money and keeping things simple. To that end, we’ve also simplified our financial discovery process as well. Simply fill out the confidential form below. We’ll review your information in preparation for our meeting and help you be on your way to a confident financial future.

Take Control Of your retirement

Please fill out the form below to schedule your financial discovery meeting.

All information provided is secure and confidential.

*Assets that are considered liquid at any age: Nonqualified funds or investments, checking and/or savings accounts, CDs less than 1 year to maturity, cash value of life insurance.
*Assets that are considered liquid if over the age of 59½: Qualified funds or investments, annuity free withdrawals, annuities out of surrender, nonqualified funds or investments, checking and/or savings accounts, CDs less than 1 year to maturity, cash value of life insurance.
    

Qualified Funds:

    

Non-Qualified Funds / Checking / Savings / CDs

    

Stocks/Bonds/Mutual Funds

    

Annuities

    

Life Insurance

    

Land/Real Estate (Excluding primary residence)

    

Sources of Household Income Monthly (Excluding primary residence)

    

Primary Residence (NOT to be included in Net Worth)

Download Our Budget Sheet

Join us at an upcoming seminar event!

Enjoy a complimentary gourmet meal with a no-obligation retirement presentation. 

“You Earn It. We Protect It.”  We believe in Keeping Your Principal Protected*, Simplifying Your Strategy, and A Reasonable Rate of Return**

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Messina’s Wealth Management, LLC MS Lic #1503388

Messina’s Wealth Management, LLC
LA Lic #717402

Dominick Messina
LA Ins Lic# 222159 

Dominick Messina
MS Lic #7176300

  • 178 Main St., Ste. 103
    Biloxi, MS 39530
  • 3224 N Turnbull Dr., Ste. 100
    Metairie, LA 70002
  • 830 3rd St.
    Gretna, LA 70053
  • 5658 W. Main St.
    Houma, LA 70360
  • 3769 Pontchartrain Dr., Suite 9-1
    Slidell, LA 70458
  • 4322 Park Ten Dr.
    Diamondhead, MS 39525
Copyright © Messina's Wealth Management

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

By contacting Messina’s Wealth Management, LLC MS Lic #1503388 / Messina’s Wealth Management, LLC LA Lic #717402 / Dominick Messina LA Ins Lic# 222159 /Dominick Messina MS Lic #7176300 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

Messina’s Wealth Management offers advisory services through Fusion Capital Management, an SEC-registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Messina’s Wealth Management and Fusion Capital Management are independent of each other. Insurance products and services are not offered through FCM but are offered and sold independently by Messina’s Wealth Management MS Lic #1503388/Messina’s Wealth Management LA Lic #717402.

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