Broker Check

Financial Solutions Planning and Investments

 
 

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

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

 
 

Business Owner and Professionals

We are adept at addressing the diversity of financial planning and unique strategies required for business owners and professionals. Corporate retirement plans often fall short of what business owners and professionals require for retirement. Supplemental investment approaches are often needed. Creditor protection is a common concern and there are solutions for these circumstances. Selling businesses and professional practices frequently requires a team effort.

Business Owners

  • Corporate benefits
  • Buy-Sell agreements
  • Planned transitions
  • Access to credit
  • Key person benefits

Professionals

  • Lawyers, Accountants, Doctors and Dentists: More at doctorsfinancialresource.com
  • Creditor protection
  • Supplemental retirement approaches
  • Disability and life insurance