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 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.





              



Helpful Content

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

 

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

The Financial Literacy Crisis

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

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

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

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Surprises

Making the most of surprises is a great reason to work with us.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Saving for College 101

Here’s a crash course on saving for college.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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