Engineer Your Retirement Needs Analysis

Alano D. Massi, MBA, CFP®
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Alano D. Massi is a financial advisor with offices in Westlake Village and Palmdale, California. Alano is a CERTIFIED FINANCIAL PLANNER™ practitioner and Managing Director at Palm Capital Management, LLC. If you would like to engineer your own retirement plan, this video, and the downloadable form, will get you started and guide you step-by-step. In addition, you may schedule a no-obligation consultation that consists of providing you a thorough financial plan with investment recommendations before any potential services begin. Palm Capital Management primarily services the financial planning and retirement planning needs for individuals and families located in the areas of Westlake Village, Thousand Oaks, Agoura Hills, Calabasas, Woodland Hills, Hidden Hills, Oak Park, Encino, Tarzana, Santa Clarita, Simi Valley, and Palmdale. Individuals tend to have different preferences when communicating a strategy for their financial and retirement planning. Bottom line… we want you to be comfortable and confident, so we can accommodate an in-person meeting, telephone call, or video conference. In addition, we can share our computer screens with you for easy online navigation when presenting your financial and retirement plan.