Messier Financial Advisors
1330 Post Oak Blvd., Suite 2800
Houston, TX 77056
713.552.7975
What does your retirement plan look like?
Plan today for a prosperous tomorrow
Life Insurance: Protection with a Purpose
Messier Financial Advisors, in concert with Lincoln Financial Advisors, provides its clients with fee-based retirement, estate and business succession planning, as well as related estate tax, investment and insurance strategies.
The first step is to gather the necessary data to ensure a thorough understanding of your situation. This becomes the basis for the creation of a financial model, which is used to evaluate your current financial situation.
Our clients are successful business owners, senior executives, medical and legal professionals, and retired individuals who have retained us to help them aggregate their current financial situation, define their retirement and estate planning goals, research and recommend alternatives, and objectively assist in the execution of their financial plan.
Securities: California, Colorado, Connecticut, Florida, Missouri, Montana, New Mexico, North Carolina, Pennsylvania, Texas, Washington
Insurance: Arizona, California, Florida, New Mexico, Texas, Virginia, Wyoming
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
