Looking for a reliable financial advisor near

Grapevine, TX?

Our financial advisors currently serve clients that live in Grapevine, Tx and all the surrounding cities. Grapevine and Flower Mound, Texas, are approximately 10 to 15 miles apart, making our office a convenient location to those seeking a reliable financial advisor.

Your finances should bring you confidence, not stress. Our Financial advisors near Grapevine can help simplify wealth management and future planning. At Messett Financial, we offer a range of services designed to support you in reaching your financial goals.

Our Financial Advisor Services

Comprehensive Financial Planning: We provide a thorough analysis of your financial situation to help preserve and grow your assets. When the time is right, we’ll work with you to create a distribution plan that aligns with your objectives.

Retirement Planning: Our advisors near Grapevine take a holistic view of your income sources to craft a retirement strategy that helps to ensure a confident and financially independent future.

Retirement Income Planning: Converting your existing assets into a dependable income stream during retirement can be complex. We’re here to guide you through the process with a strategy tailored to your needs.

Education Funding Planning: We’ll help you create a personalized education funding strategy for your family, taking into account your specific circumstances and financial goals.

What is Fee-Based Financial Advising?

Fee-based financial advising means your advisor’s compensation comes primarily from the fees you pay based on the assets in the account. This way, when managing your assets, your advisor isn’t influenced by commissions or outside compensation. Fee-based asset managers, like ours, operate under a fiduciary standard with financial planning clients, meaning they are legally and ethically required to act in your best financial interest.

In contrast, broker-dealers are held to a suitability standard, which means they only need to deem an investment “suitable” for you, not necessarily the best option. When choosing a financial advisor, make sure they are a fiduciary asset manager offering fee-based advice to help ensure transparency and trust.

About Messett Financial

Messett Financial is a trusted financial advisory firm near Grapevine, with many years of combined experience in wealth management. Our personalized approach, paired with our deep experience, we believe distinguishes us from larger firms. We take pride in offering a hands-on, collaborative experience to help you manage and grow your wealth.

Our four-phase process includes:

1. Introduction: We begin by discussing how we can help you achieve your financial goals, either by phone or in person.
2. Discovery: We conduct a detailed fact-finding session to understand your financial situation, priorities, and long-term goals.
3. Planning: Based on your needs, we create a custom financial plan and take actionable steps to help you meet your objectives.
4. Review: We regularly review your progress and make adjustments as needed to ensure you stay on track.

As your financial situation evolves, your relationship with your advisor will grow. Our fiduciary asset managers near Grapevine are with you every step of the way, guiding and supporting you through life’s financial changes.