OUR MISSION
At Messmer Capital, we are dedicated to guiding our clients towards financial empowerment and security through personalized goals-based investing strategies. With a steadfast commitment to risk management, tax efficiency, comprehensive retirement planning, and strategic estate planning, we strive to safeguard and enhance our clients' wealth across generations. Our mission is to foster enduring client relationships built on trust, transparency, and a deep understanding of individual financial aspirations, ensuring we deliver tailored solutions that align with their unique goals and aspirations.
““By failing to prepare, you are preparing to fail.” ”
Financial PLanning
Wealth is created and sustained through planning.
Whether you are in the Accumulation, Preservation, or Distribution phases of the investor life cycle, focusing on personalized goals and objectives is crucial. These goals serve as benchmarks to measure success along the way. We are eager to be part of your future success.
Tax Planing
Retirement Planning
Income & Cash Flow Strategy
Investment Fee Analysis
Financial Goals
Investment Strategy
Risk Management
Estate Planning
Estate
PLanning
Plan ahead - anticipate the inevitable.
When people hear estate planning, many believe that this type of planning is for the ultra-affluent, which couldn’t be further from the truth. We work with estate planning attorneys to create a comprehensive plan to protect your assets from taxes & probate and to help simplify your family’s inheritance process.
Tax Efficient Inheritance Options
Probate Avoidance
Strategic Partners
Estate Planning and Elder Law Attorneys
Gift Tax
Inheritance Tax
Asset
Protection
Protect your home and your nest egg for future generations.
Asset protection is a focus for our clients who are near or in retirement. Our goal is to protect assets, such as your home or vacation property, from the possibility of a nursing home stay. In conjunction with an estate planning attorney, we’ll work with you to safeguard your assets and make sure your family keeps what you have earned.
Long-Term Care Planning
Long-Term Care Insurance Audit
Creative Planning
Education on Trusts and LLC’s
investment planning
Plan for the future with strategies that work.
Investing in your present and future is now more crucial than ever. Our goal is to help you develop an effective and practical investment plan that lines up with your current financial situation so that you can hit your goals on every level while staying on track with your progression. We will work with you on these strategies and help you implement them effectively.
Risk tolerance assessments
Discuss portfolio fees and how we may be able to reduce them
Volatility control
Receive our comprehensive money management approach
Health care planning
All facets of strategic long-term options that deliver.
We want to help you find the best health care plan that fits your current situation through covering all basis and angles while addressing the state of the current health care market. We work with you to find the long-term care you need to thrive.
Medicare, Parts A, B and D
Long-term care options
Address rising health care costs