Financial Advisors near Lewisville, TX
Are you looking for a trusted financial advisor near Lewisville, TX?
Your finances shouldn’t cause you stress or uncertainty. Financial advisors near Lewisville can help you navigate the complexities of managing wealth and planning for the future. At Messett Financial, we offer a wide range of services designed to help you achieve your financial goals!
Our Services:
- Comprehensive Financial Planning: We provide a detailed overview of your financial situation to help protect and grow your assets. When the time is right, we’ll work with you to develop a distribution plan that aligns with your goals.
- Retirement Planning: Our Lewisville financial advisors consider all sources of income to create a retirement strategy that ensures you can enjoy a comfortable and worry-free future.
- Retirement Income Planning: Turning your existing assets into a reliable income stream during retirement can be challenging. Our team is here to guide you through the process and develop a strategy tailored to your needs.
- Education Funding Planning: We’ll help you create a personalized education funding plan for your family, taking into account your unique circumstances and financial objectives.
What is Fee-Based Financial Advising?
Fee-based financial advising means that the advisor’s compensation is based on the total asset under management. This eliminates any potential conflicts of interest, as the advisor is not incentivized by commissions or outside compensation. Fee-based financial advisors, like ours, operate under a fiduciary standard, which means they are legally and ethically required to act in your best financial interest.
As of June 30, 2020, broker-dealers are held to a Regulation Best Interest (Reg BI) standard. This standard is stronger than the suitability standard but is not equivalent to the fiduciary standard. When choosing a financial professional, it’s important to understand their regulatory obligations and how they are compensated, as this can impact the advice they provide.
About Messett Financial
Messett Financial is a trusted financial advisor firm near Lewisville with over 50 years of combined experience in wealth management. Our team’s deep expertise, combined with a personalized approach, we believe sets us apart from larger firms. We take pride in offering a hands-on, collaborative experience to help you manage and grow your wealth.
We follow a proven four-phase process:
- Introduction: We start by discussing our investment approach and how we can help you reach your financial goals—either by phone or in person.
- Discovery: We conduct a thorough fact-finding process to understand your unique financial situation, priorities, and future goals.
- Planning: Based on your needs, we create a customized financial plan and begin taking actionable steps toward achieving your objectives.
- Review: We continuously review your progress and adjust the plan as necessary to ensure you remain on track.
As your financial situation evolves, so too will your relationship with your advisor. Our Lewisville financial advisors will be with you every step of the way to guide and support you through life’s financial changes.
