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Investment Management in Alexandria: Let Massie Financial Planning Help Reach Your Investment Goals

Navigate Your Financial Journey - With Purpose and Confidence



At Massie Financial Planning, our team of experienced financial advisors understands that financial planning is about more than just numbers. It's about understanding where you are today and helping you consider potential paths forward.

As an investment management company in Alexandria, our approach considers your complete financial situation, from your current needs to your future aspirations. We work to help coordinate the essential elements of your financial life: from important family discussions about wealth, to organizing key documents, to identifying resources that may help support your long-term well-being.

Through comprehensive financial planning, we aim to help provide you with options that consider both your goals and your family's needs. We believe a well-designed financial strategy should adapt to life's changes while helping you maintain the lifestyle you've worked to build.

Fee-Only Portfolio Management 

Transparent investment management with no commission-based products, emphasizing client interests first.

Fiduciary Investment Selection 

Understanding your risk tolerance and objectives to guide investment selection under the fiduciary standard of care.

Retirement Portfolio Transitions 

Management of investment portfolios during the transition from accumulation to distribution phases.

Multi-Generational Investment Planning in Alexandria

Investment strategies that consider both current needs and potential future family responsibilities.

Investment Cost Analysis 

Ongoing review of investment expenses and fee structures as part of the fee-only approach.

Investment Oversight 

Regular monitoring of investment holdings with a focus on maintaining alignment with client objectives.

Portfolio Risk Management 

Analysis of various risk factors with consideration for changing life circumstances and market conditions.

Top Reasons to Choose Our Investment Management Company in Alexandria

Client-Focused Investment Approach

At Massie Financial Planning, we take time to understand each client's circumstances and riks tolerance. Working from a fiduciary standpoint, we help develop investment strategies that consider both current situations and potential future needs. This approach may help create investment portfolios aligned with individual goals and comfort levels.

Professional Investment Oversight

Drawing from experience in retirement transitions and family wealth considerations, we provide ongoing portfolio monitoring and potential adjustments as circumstances change. Our fee-only structure means investment advice is made without commission incentives, helping maintain objectivity in the investment management process.

Fiduciary Commitment

As a fee-only firm, we operate under the fiduciary standard, providing investment management services that put client interests first. This structure helps us maintain transparency in our recommendations and fee arrangements.

Why You Need Investment Management in Alexandria Today

Market Complexity

Today's investment landscape requires more attention than ever before. With rapidly changing market conditions, a growing array of investment vehicles, and increasingly complex global financial markets, managing investment portfolios has become more challenging for individual investors.

Professional Oversight

Professional investment management can help address key challenges that many investors face, including portfolio construction, risk assessment, and ongoing investment oversight. As a fiduciary firm, Massie Financial Planning provides investment management services in Alexandria that put client interests first, focusing on transparency and objective recommendations.

Long-Term Focus

Whether transitioning to retirement or managing family wealth, having a professional team monitoring your investments may help you stay focused on your long-term objectives while navigating market changes.

Investment Decisions Don't Have to Be Complex

With millions in assets under management, we strive to help provide investment clarity so you can focus on what matters most - your financial objectives and your life.

Whether you're making immediate investment decisions or planning for future needs, we take time to understand your situation. As an investment management company in Alexandria, our approach focuses on helping you evaluate investment choices through professional management services and ongoing portfolio monitoring.

At Massie Financial Planning, we aim to help you maintain control of your investment decisions. Our role is to provide guidance and support that may help you work toward your financial goals through various life stages. Take charge of your financial future—reach out to schedule your consultation today!


Investment Management Retirement Planning Long-Term Care Planning Insurance Optimization Tax Planning Estate Planning Education Planning

Investment Management

Taking into account your tolerance for risk, along with the means to help you achieve your financial goals, our team works to develop a portfolio that is designed specifically for you and the objectives you have in mind. 

Retirement Planning

From cash flow to Social Security, your retirement chapter is full of complexities that rely on advanced planning and preparation. We understand how intimidating these details can be, which is why we approach your post-work chapter with a straightforward process in order to help you achieve your long-term goals. 

Long-Term Care Planning

You’ve worked hard to save your wealth and have long-term goals you’d like to achieve. In order to do so, we’ll work with you to clarify your objectives and outline the details so that you can afford medical expenses and more so that you can live the life you’ve dreamed of. 

Insurance Optimization


As a team, we work to provide you with cost-effective insurance options that are appropriate for you, your loved ones and your assets. By preparing now for unexpected scenarios, we’ll help you and your family avoid future financial concerns. 

Tax Planning

In order to effectively reach your goals, we’ll help you minimize any tax hurdles that may be in the way. Working together, we will review your tax return and offer recommendations on how to maintain your hard-earned wealth. 

Estate Planning

Working closely with you and your attorney, we will establish and/or maintain your estate plan. And, through private trust services, generational planning and a variety of strategies, we will help guide you through this critical component of wealth management.

Education Planning


Our team will help you plan for the future of your children and grandchildren when it comes to educational and financial success. Together, we can lay the foundation for you and your loved ones.



Here’s Who We Help:


Dave & Ellen

SANDWICH GENERATION

Ages 46 and 44


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George & Sarah

Pre-Retirees

Ages 66 and 63


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Primary Goal:

To optimize their financial plan and minimize the impact college expenses and taking care of their parents may have on their own goals. 


Background:

Dave and Ellen know that they would like to have the option to retire one day, but their plates are full and lives are too busy to think that far ahead. Their children will head off to college over the next several years and despite having some money saved, aren’t sure how much they can afford to contribute without sacrificing their retirement and other goals. 


Their parents are financially independent, but Dave and Ellen have noticed declines in their health and cognitive abilities, and are concerned about their aging process.


Yet, Dave and Ellen have done a lot of things right, including:


  • Saving into their 401(k)s.

  • Contributing money into education savings accounts.

  • Keeping their debt low and growing the equity in their home.

  • Purchasing insurance to protect themselves from certain risks.


The problem is their time and energy are finite at the point in their lives where missed opportunities or mistakes could cost them dearly. They would prefer to delegate to a professional who can optimize their planning efforts. 


Solution:

When seeking help from a financial planner, Dave and Ellen wanted to partner with someone who helped with their entire financial picture, not just their investments. They worked with their planner to put together a comprehensive financial plan that clarified the following: 


  • A tax-efficient investment strategy to improve their trajectory toward their goals

  • Reduced investment costs

  • A reduction in tax liabilities through Roth conversions, charitable giving strategies, and optimizing retirement contributions

  • A review of their insurance policies to confirm they have appropriately insured against certain risks without overpaying for unnecessary coverage

  • An education funding plan that gives them the peace of mind that they can contribute to their children’s education without sacrificing their own goals

  • Developed a plan to care for their parents throughout their aging process and make sure they get the best care possible


Now that they have the peace of mind of having clarity around their money and goals, they can get back to their lives and better enjoy the time they spend with their family and friends and their careers.

Primary Goal: 

To optimize their financial plan to maximize their spending over their lifetimes and pass on assets to their family while reducing taxes along the way.


Background: 

George and Sarah have been thinking about retiring for the last few years and are looking forward to having more time to spend on activities they have put off for years. Their children are independent and have recently started families of their own. 


Sarah’s parents are still with us, but she has had to take time away from work to help take care of them as their health has been declining. Although she doesn’t expect to have to step in financially, she is the child who is local and is determined to help take care of them. She admits she doesn’t know what she doesn’t know and could use some help to make sure her parents receive the best care possible.


They have done a lot of things right, but aren’t sure how to put it all together and find meaningful solutions:


  • Have been maxing out their 401(k) contributions since their children graduated college

  • Paid down their mortgage and only have a small balance remaining (no other debts)

  • Helped to pay for their children’s college education and supported them early in their careers to help them achieve independence

  • Purchased Long-Term Care insurance in their 50’s after George’s parents had a health event

  • Created a will and basic estate plan when their children were young, but haven’t looked at it in some time


Solution:

George and Sarah want help from a financial planner who has specific expertise in creating a tax-efficient retirement income. They want to get clarity around what they can afford if they retire today and how to convert their assets into a consistent income stream that will last as long as they need it to. 


In addition, they want support around caring for Sarah’s parents. They will have more time to dedicate to their care, but don’t know what resources are available or who they can trust to improve their lives and overall care.


After working with their planner, they have organized their finances and gotten clarity about what retirement will look and feel like:


  • Developed a tax-efficient retirement income plan including how to optimize their Social Security benefits

  • Have a clear idea of how much they can spend once retired and still accomplish their legacy goals

  • Reviewed and updated their estate plan for the next phase of their lives

  • Put together a plan for taking care of Sarah’s parents and created a team of professionals to help them get the best care possible

  • Reviewed their long-term care policies and created a plan for paying for increased healthcare costs as they age

  • Reduced their investment costs and created a tax-efficient strategy

  • Reduced their tax liability through Roth conversions, charitable giving strategies and optimizing their retirement income distribution strategy

  • After confirming they were on track for retirement, they began saving for the education costs of their grandchildren to lift some of the burden on their family


George and Sarah were able to confidently transition into retirement, take better care of Sarah’s parents, and enjoy many activities they had to put off for years because of the demands of their careers and raising a family.



Life’s Biggest Financial Decisions Can Be Blurry

We help you get clarity and get back to doing more with your money, family and life.


Whether you are facing a crisis and need immediate remedial help or anticipating one down the road and want to head it off, our difference is that we listen, and then we pull every lever for you. It’s a comprehensive approach that no other firm can match.

We aren’t focused on financial advice – we are focused on keeping you in the driver’s seat so you - and your parents - can maintain autonomy through every stage of life.


Let’s Get Started