Business Details
31 Years
experience
Your Trusted Financial Planning Partner
Founded in 1995 by Jeff Massey, our firm specializes in retirement planning and wealth management. With over three decades of experience, we provide personalized financial strategies tailored to individual needs. Our team of certified professionals prioritizes fiduciary responsibility, ensuring clients' best interests guide every recommendation. We focus on retirement income planning, tax-efficient strategies, and legacy preservation while emphasizing transparency and client education. Our approach combines comprehensive financial roadmaps with personalized service, treating clients as family.We serve individuals aged 55+ with $250k+ investable assets across New England and beyond. Our expertise includes high-net-worth services, annuities, and coordinated estate planning solutions. We maintain partnerships with AE Wealth Management for investment advisory services while operating independently for insurance products. Our media presence through radio, TV, and publications reinforces our commitment to financial literacy.
Services
Retirement Income Strategies
Wealth Management
Tax-Efficient Planning
Legacy Preservation
Annuity Solutions
Estate Coordination
High Net Worth Services
IRA Rollovers
Healthcare Planning
Market Analysis
Details
- Year established: 1995
Highlights and features
- We operate under fiduciary responsibility to prioritize client interests
- Our team includes CERTIFIED FINANCIAL PLANNERS with 30+ years experience
- We offer coordinated tax, estate, and investment strategies
- We provide personalized retirement roadmaps with ongoing portfolio reviews
- Our client-centric approach combines big-firm resources with family-like service
Associations and certifications
- CFP Board
Services
Retirement Income Strategies
We help retirees create sustainable income streams that won't be outlived. Our strategies coordinate withdrawals from multiple asset classes while minimizing tax impact. Clients receive personalized projections showing how their savings will support their desired lifestyle throughout retirement.
Wealth Management
Our comprehensive approach manages investments across various risk profiles. We create diversified portfolios that evolve with changing life circumstances. Services include regular rebalancing, performance tracking, and adjustments to maintain alignment with long-term financial objectives.
Tax-Efficient Strategies
We develop customized approaches to minimize tax liabilities during retirement. This includes Roth conversions, required minimum distribution planning, and coordination with tax professionals. Strategies aim to preserve more wealth for both current needs and legacy goals.
Legacy Preservation
Our team coordinates with legal professionals to implement strategies that protect assets for future generations. Services include charitable giving plans, trust coordination, and life insurance solutions to ensure wealth transfer according to client wishes.
High Net Worth Services
We provide specialized solutions for clients with $3M+ net worth. This includes business succession planning, concentrated stock management, and advanced tax strategies. Our team coordinates with CPAs and attorneys to create integrated wealth optimization plans.
People
Jeffrey H. Massey
Founder & President
Certified Financial Planner with 30+ years experience. Host of 'Massey on Money' radio show and author of three financial planning books. U.S. Army veteran and Rhode Island resident committed to community service.
Stephen J. Mansi
Investment Adviser Representative
Certified Financial Planner specializing in tax and income distribution planning. 35+ years in financial services with expertise in consolidating retirement assets into comprehensive strategies.
Abigail S. McDonnell
Investment Adviser Representative
Financial professional focusing on Social Security optimization and comprehensive retirement planning. Graduated from University of Rhode Island in 2008 with finance background.
Jia Chen
Investment Adviser Representative
Finance graduate with experience in investment and insurance products. Specializes in ongoing client education and strategy adjustments for evolving retirement needs.
Scott Miller
Investment Adviser Representative
Former securities analyst with expertise in market analysis. Provides investment guidance based on decades of financial industry experience and ongoing market research.
Questions
How do you charge for financial advisory services?
We use a transparent wrap fee structure with all costs clearly outlined before engagement. No hidden fees are ever charged.
How often will I receive portfolio updates?
Clients receive regular performance reports and portfolio updates. We also offer meetings as needed to address financial questions.
How do you keep clients informed about market changes?
We provide weekly market updates and proactively contact clients about significant developments affecting their financial strategies.
What retirement planning process do you use?
Our three-step process includes discovery meetings, personalized plan design, and ongoing implementation support with regular strategy reviews.
What investment approaches do you offer?
We provide both active and passive investment strategies tailored to individual risk tolerance and financial goals.
Videos
Reviews (2)
Luis Figueroa
Oct 31, 2021
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Positive:Professionalism
I want to thank Sherry,I called the office and she was wonderful,professional and super kind.that expierice made me make my decision to go with the firm.thanks again Sherry.
I want to thank Sherry,I called the office and she was wonderful,professional and super kind.that expierice made me make my decision to go with the firm.thanks again Sherry.
L. H.
Jun 24, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
I really appreciated reading Jeff's book and meeting him and his staff in person. I gained valuable insight and guidance regarding retirement planning and financial portfolios overall.
I really appreciated reading Jeff's book and meeting him and his staff in person. I gained valuable insight and guidance regarding retirement planning and financial portfolios overall.
