Thomas Massie (CFP®)
Thomas Massie focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Charitable Giving
- Estate & Generational Planning Issues
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
- AUM
- Baby Boomers
- Charitable Giving
- Estate & Generational Planning Issues
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
Planning Specialties
As a fee-only financial planner, I provide clarity for those who are over 40 and focused on planning their successful retirement. Some clients are still 10+ years away while others are planning to transition into retirement in the next year. What they have in common is that many of these clients will eventually be responsible for navigating the complexities of caring for a relative and aren't sure where to even begin. Our firm brings together a team of professionals to help you plan your successful retirement AND make sure you are prepared to provide the best care for your aging loved ones. We feel a collaborative approach is best rather than just referring you or "handing you off" to another professional. Rather, we guide you through a series of meeting with a financial planner, elder care consultant, and estate attorney.Additional Information
Tom Massie is a Alexandria, VA fee-only financial advisor serving clients locally and across the country. Massie FP provides comprehensive financial planning, investment management, elder care planning and tax planning to help pre-retirees and those in the sandwich-generation plan a successful retirement. Many clients in this stage of their lives will be tasked with being the Power of Attorney, Caretaker or Executor for a loved one. We've assembled a team of specialists to make sure our clients provide the highest quality care to their relatives so they can age gracefully without sacrificing their own retirement goals.NAPFA Start Date
August 16, 2021
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