As an independent firm, we enjoy the freedom and flexibility to work with our clients’ individual needs and to identify their unique journey to and in retirement. Client relations and responsiveness to our clients’ needs and requests are always our top priority. At Wayne Messmer & Associates, LLC, we view our clients as our family and we never take that treasured trust-based relationship for granted. Each of us clearly understands that this trust is a privilege that must not only be earned over time but must also be nurtured.
We believe there is more to investing than stocks, bonds, and mutual funds. And, not one financial plan is the same, nor all investments are right for everyone.
When you become a client, you will not work with a financial advisor, but a financial TEAM. We believe in providing a simple and straightforward approach to financial planning. We find quality financial tools to grow our clients’ assets and combine them with world-class personal service.
With mandatory, detailed annual reviews, we take the journey with our clients as their “financial roadmap” is reviewed and monitored for the benefit of their stated goals. If you don’t know where you are going, how will you know when you get there?