About Us |
Robert Messinger | Sr. Vice President
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Robert has a passion for helping others, and retirement planning is a fulfillment of this passion. By working diligently and methodically with his clients, Robert develops solutions to help his clients gain peace of mind, knowing their financial future is sustainable. He believes that goals are the most important requirement in a retiree’s financial portfolio and he works daily to find solutions that will fulfill these goals. Robert firmly believes that retirement is the crowning achievement in an American worker’s life and everything he does revolves around you and making retirement the greatest stage of your life. You deserve a strategy that will leave you feeling de-stressed, happy, and confident during your golden years. So whatever stage you are in, it is his mission to help you find your own personal happy place providing you with tomorrow’s solutions today!
More about Robert: Robert graduated from Holyoke Community College and University of Massachusetts. Specializing in retirement planning for the past 26 years, Robert’s main goal each and every day is to help families reach their retirement financial goals. He is a diligent educator of the retirement process. He believes in taking the extra time and care needed to educate his clients and help them navigate their biggest retirement hurdles with ease. He always goes above and beyond – to find the best strategy for each client, every time. When Robert isn’t helping others reach their financial goals, he enjoys traveling and giving back to the community. |
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Our Services
What We Do For Clients |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
We Love To Meet New People!
Contact Us
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MAIN OFFICE
417 Springfield Street Agawam, MA 01001 |
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EMAIL
rmessingerretirementplanning@gmail.com |
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CALL US
(413) 330-8748 |
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