Messett Financial

INDEPENDENT FIDUCIARY ADVISORS

Is This You?

Here’s how to tell if we are a good fit.

If one or more of these apply to you, you’ve landed right where you need to be.

I’m thinking about how and when to retire
I’d like professional financial guidance for my family
I need help preparing my business for sale
I’m an executive in a corporation and need counsel on my benefits package
I want help with a company retirement plan for my employees

What can we do for you?

If we were to boil it down it would be two words: decipher and guide.

We know the financial world can be a confusing one. We demystify it with easy-to-understand information and offer research-based suggestions and tactics to help you get to where you want to go.

Messett Financial is for you if any of these are your goals:

Friends Holding Hand of Bride
  • Having a retirement comfortably fueled with money that will last me for life
  • Getting out of paying unnecessary taxes
  • Knowing what types and just how much insurance is truly necessary
  • Helping my child or grandchild fund a quality education
  • Transferring wealth now or down the line to family members
  • Supporting a charity that’s meaningful to me, while saving on taxes
  • Finding investments customized to my needs
  • Creating a predictable cash flow for my business
  • Having a retirement comfortably fueled with money that will last me for life
  • Getting out of paying unnecessary taxes
  • Knowing what types and just how much insurance is truly necessary
  • Helping my child or grandchild fund a quality education
  • Transferring wealth now or down the line to family members

  • Supporting a charity that’s meaningful to me, while saving on taxes

  • Finding investments customized to my needs

  • Creating a predictable cash flow for my business

What working with us looks like.

Conversation is at the core of our relationships.

You share. You ask. We get to know you. You get to know us. We listen. We advise.

And, most importantly, you get to trust us. Not because we tell you to. But because we earn your trust and respect through our actions and careful guidance. Through responsiveness and commitment. Through financial handholding and your success in reaching your short and long-term goals.

With 50 years of practice among our skilled team members, and more than 20 years as a financial advisory firm, we offer sound recommendations based on research, knowledge, and experience. It’s why clients refer family members and friends to us all the time, and why they stay with us through the years building strong foundations and securing their financial futures.

The Messett Financial Team

The Importance of Finding a Fiduciary Advisor

Whether you choose to work with Messett Financial or not, this should be one of your top priorities. Independent financial advisors should be objective and work in a fiduciary capacity, meaning they are obligated to putting their clients’ needs first when managing their assets.

We take that obligation seriously. Here your financial well-being is top of mind all the time. We are here to serve you, to be there when you need us, and to help you define and work towards your goals.

The Importance of Finding a Fiduciary Advisor

Whether you choose to work with Messett Financial or not, this should be one of your top priorities. Independent financial advisors should be objective and work in a fiduciary capacity, meaning they are obligated to putting their clients’ needs first when managing their assets.

We take that obligation seriously. Here your financial well-being is top of mind all the time. We are here to serve you, to be there when you need us, and to help you define and work towards your financial goals. Messett Financial has clients throughout Texas including: Flower Mound, Addison, Highland Village, Lantana, Lewisville, Frisco, Plano, Highland Park, Dallas, Southlake, Grapevine, Keller, North Richland Hills, Arlington and Fort Worth.

Here’s our process.

First, we meet with you.

When and where it’s convenient, via phone, via an online meeting, or in person. We’ll introduce ourselves and explain the steps we’ll take to help you.

We learn.

At our learning sessions we gather information about you, your financial situation, your comfort level with investing, and your goals. And we also answer your questions.

We make a plan.

Together with you, over several sessions, we’ll create specific strategies for each of your goals.

We follow up regularly.

Between 45 to 60 days after your initial planning meeting, we’ll get together again for a review and then schedule regular meetings to help you stay on track and to make any adjustments to your plan.

First, we meet with you.

When and where it’s convenient, via phone, via an online meeting, or in person. We’ll introduce ourselves and explain the steps we’ll take to help you.

We learn.

At our learning sessions we gather information about you, your financial situation, your comfort level with investing, and your goals. And we also answer your questions.

We make a plan.

Together with you, over several sessions, we’ll create specific strategies for each of your goals.

We follow up regularly.

Between 45 to 60 days after your initial planning meeting, we’ll get together again for a review and then schedule regular meetings to help you stay on track and to make any adjustments to your plan.

Would you like to learn more?

We Respect Your Privacy – Please review our Privacy Policy for details regarding your rights to data, including where, why, and how your data is processed/stored.