Broker Check

Financial Solutions Planning and Investments

 
 

Phil Messuri, MS, CFP®
phone: 505-798-6941

Travis Flandermeyer, MBA, AIF® 
phone: 505-717-1111

 
 

Bursting the Bubble Inflation and Your Portfolio The Real Cost of a Vacation Home Should You Ever Retire? The Cycle of Investing Rightsizing for Retirement Ready for Retirement? Retiring the 4% Rule

Our firm’s stewardship of client finances is rooted in our core values. Our genuine sense of responsibility, our diligence, and our integrity earn the trust of our clients.

Our firm’s value of building strong, lifelong client relationships is paramount. We believe that service excellence is achieved by: developing a comprehensive picture of client needs; on-going analyses; financial solutions implementation; and keeping abreast of our clients’ life transitions.

Helping our clients grow in their own financial literacy adds value to our overall client services. We advisors continually expand our financial knowledge through diligent continuing education. We then assist our clients develop a better understanding of their financial situation and needs.

We view our clients’ finances as a puzzle with the various pieces impacting each other. Developing successful financial solutions requires us to first understand our clients’ individual financial pieces. Our solutions connect the pieces into a financial picture. Life events impact the plan. So a personal relationship with our clients is essential to achieve a continually updated, successful financial plan.





              



Helpful Content

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

 

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

How Income Taxes Work

A quick look at how federal income taxes work.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Debt Stress

There’s a link between debt and stress.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

View all articles arrow

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

View all videos arrow