"You Earn it. We Protect it."
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We are Retirement Planning Experts
In other words, our work focuses on protecting your money. Once you’ve built up your nest egg, you may want to prevent losses. Messina’s Wealth Management can help you. For example, our retirement planning experts can show you ways to keep your entire principal safe*. Yet, you can still earn a reasonable rate of return** over time. Each stage of retirement earnings calls for a different strategy. When you arrive at the retirement stage, you need retirement planning professionals to help.
In addition to no-cost educational seminars, we also offer no-obligation “retirement reviews.” During your reviews, we will go over your current retirement plan. You’ll have the chance to get answers to your questions, and we can make recommendations. What’s more, we’ll provide education on topics such as:
Do I Need a Retirement Planning Expert?
Generally, it is a good idea to seek help from a professional financial planner. Specifically, you want to seek help from someone who understands your unique situation. Be sure they are willing to listen. Not every person is the same. Therefore, not every retirement plan can be the same. Look for an expert who aligns with your values.
Finding the Right Financial Planner For You
Another key point: not all financial professionals are the same. Some insurance and financial professionals focus on growing your money in the market. Of course, this can be useful if, for example, you are still working. In that case, you might have more than 15 or 20 years before you retire. For the most part, you’d still have time to let your money grow. In addition, if you were to lose money in the stock market, you might still have time to recover it. So, in that instance, you may choose to work with an accumulation professional.
However, as you approach retirement, your priorities change. Time, unfortunately, is no longer on your side. This is when a team of retirement planning professionals can help. Once you’re in retirement, you can’t afford to see major drops in your money value. If the stock market drops, you may not be able to recover. Sometimes, people end up prolonging their retirement because of these losses. Or, worse yet, end up needing to go back to work after retirement. Now you may be looking for an agent who can make sure you do not lose your hard-earned money.
We can show you how to protect your principal*, while earning a reasonable return**.
YES! I would like to learn all my retirement options
Please contact us for a no-cost retirement review.