Message from Matt

Thank you for taking the time to find out about our company! I founded Massingale & Associates because I felt that many investors were underserved by the typical Wall Street model of investment firm, which does not place enough emphasis on the human side of the business. Plans and investments are made without fully understanding what you, the client, really think and want. After all, it is your money and your future we are planning.

Our approach has always been holistic in nature. We feel adequate time must be spent assisting you in determining what you want out of retirement. Our experience shows that most people do not spend enough time thinking about retirement. Beyond the obvious question of “Do I have enough money to quit working?,” other questions need to be asked and answered:

  • What will you do with your time?
  • How will you stay active and healthy?
  • What did you dream about doing when you grew up?

Without a life plan, answers to the money questions are simply not enough. We hope you will give us the chance to be your partner through this exciting time in your life!