What Types of Clients Do You Typically Work With?

At Messett Financial, we serve a diverse mix of clients—each with unique goals and financial journeys. If any of the following describe who you are and what you’re striving for, you’re likely in the right place:

— Individuals & Families

Whether you’re starting your financial journey or building generational wealth, we help individuals and families create solid plans tailored to your lifestyle, aspirations, and timeline.
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— High Net Worth Individuals

If you’re looking for strategic planning, wealth preservation, and tailored investment solutions, we have the experience and insight to support complex financial landscapes.
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— Business Owners

From creating predictable business cash flow to planning for a future sale or succession, we guide entrepreneurs and business owners toward financial confidence and security.
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— Retirees & Pre-Retirees

Whether you’re just starting to plan or you’re already in retirement, we help you build sustainable income strategies and preserve your wealth throughout your golden years.
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— Young Professionals

For those early in their careers, we offer structured guidance to help you set and reach financial goals, from student loans and savings to beginning your investment journey.
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— Trusts & Estates

If you’re managing or setting up a trust or estate, we provide thoughtful planning and personalized strategies to ensure your assets are distributed in alignment with your legacy.
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Why This Matters

  • You’re Not a Number. Whether you’re just getting started or managing substantial assets, Messett Financial tailors its services—combining fiduciary, fee-based advice with research-backed guidance.
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  • You’ll Find Shared Values. Whether you’re focused on retirement, growing a business, protecting your family, or navigating tax strategies—our clients share a common need for trustworthy, objective support.
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  • You’ll Be in Good Company. Messett Financial’s clients are primarily based across Texas—including Flower Mound, Addison, Highland Village, Lewisville, Frisco, Plano, Dallas, and more—benefiting from local expertise and long-term partnerships rooted in trust.
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How It Works with Us

  1. We Meet & Connect — At your convenience (in person, by phone, or online), we start by understanding your unique situation and goals.

  2. We Listen & Learn — We explore your financial background, comfort with investing, and personal objectives.

  3. We Build Your Plan — Over a series of collaborative sessions, we craft strategies aligned with your goals—whether for retirement, business succession, or preserving wealth.

  4. We Review Regularly — After 45–60 days, we revisit your progress and meet 1-2 times a year (or more as needed) to adjust strategies based on life changes or new goals.
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In Summary

Messett Financial works with a wide range of clients—individuals, families, high net worth individuals, business owners, retirees, young professionals, and trusts/estates. Wherever you are in your financial journey, our fiduciary approach, Texas-based expertise, and personalized process ensure you receive clear, trusted, and tailored guidance every step of the way.