Retirement Planning

"You Earn it. We Protect it."

Retirement Professionals
Get to know us

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.

Retirement Strategy Review

Retirement Reviews

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.

Which are right for you?

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**.

Get Educated

Get Educated

The decisions you make about your money could impact the rest of your life. That's why getting educated is so important. With this in mind, Messina's Wealth Management offers complimentary dinner seminars. At each event, we walk retirees and pre-retirees through information about the market. In addition, we discuss options for securing your money. Overall, we believe it is vital for you to learn as much as you can about your options. Agents, such as the people on our team, can help you make the decisions that are right for you. After all, your future is at stake. This isn't something we take lightly.

A unique approach

Unique Approach To Retirement

Messina's Wealth Management focuses on one thing: protecting our clients' wealth. We believe retirees deserve to be educated. Instead of blindly following advice, you should know all your options. Our approach looks at the whole picture. We take the time to understand what is important to you. If you'd like to learn more, contact us. As dedicated retirement agents, we look forward to working with you.

YES! I would like to learn all my retirement options

Please contact us for a no-cost retirement review.

Scroll to Top