Broker Check

Financial Solutions Planning and Investments

 
 

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

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

 
 

Life Changes

Planned

  • Retirement
  • New Job
  • Move
  • Marriage
  • Children

Unplanned

  • Death of a spouse, family member, or loved one
  • Disability
  • Serious Illness
  • Divorce

Financial Planning

  • We work closely with our clients to understand their situation.
  • We suggest and implement solutions to address each planned and unplanned event.
  • We regularly monitor and adjust the financial plan to address life changes.