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 Should You Ever Retire? The Cycle of Investing Events on Wall Street Perception vs. Reality The Power of Tax-Deferred Growth The Facts About Income Tax Estate Management 101 When Do You Need a Will?

 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.





              



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