You've worked hard to build your wealth.

Now it's time to make it last.

In this comprehensive guide, financial professional Alano D. Massi, CFP® reveals the essential strategies and techniques that can help maximize your retirement savings and create lasting wealth.

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Inside, you'll discover:

How to conduct a personal financial audit and stress-test your retirement plan
The pros and cons of various investment vehicles
Tips for optimizing Social Security benefits and reducing taxes
Strategies for generating passive income and building an emergency fund
The ins and outs of IRAs, 401(k)s, and other retirement accounts
How to protect your assets through trusts and estate planning

Whether you're just starting to plan for retirement or looking to fine-tune your existing strategy, Massi's practical advice and real-world examples will help you navigate the complexities of retirement planning with confidence.

Don't leave your financial future to chance. With Lasting Wealth, you'll gain the insights to make informed decisions, avoid common pitfalls, and build a dependable plan tailored to your unique goals and circumstances.

Drawing on years of experience as a CERTIFIED FINANCIAL PLANNER™ practitioner, Massi breaks down complex financial and retirement planning concepts into easy-to-understand language, strengthening your knowledge and providing a reliable resource throughout your retirement journey.

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About the Author

Alano D. Massi, MBA, CFP®

Founder & Managing Director - Palm Capital Management

Alano Massi became a fiduciary financial planner to combine his love of economics with a commitment to help individuals and families grow and preserve their wealth. As Managing Director at Palm Capital Management, Massi assists many individuals and families living across the United States with their financial planning, retirement, and wealth management needs.

Massi is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds a Bachelor of Arts in Communication Studies from the University of San Diego, a Master of Business Administration in Finance from Pepperdine University, a Series 65 securities license, a certification for life, accident and health insurance, and is a member of the Financial Planning Association®. He has contributed to the following prominent financial publications: Fox Business News, Forbes, Investopedia, Yahoo Finance, LendingTree, and Bankrate. Prior to starting Palm Capital Management in 2017, Massi worked as an analyst at Lionfish Advisors and Wells Fargo Capital Finance, then served as an advisor and associate vice-president at SteelPeak Wealth.

In his spare time, Massi enjoys spending time with his family, golf, racquetball, traveling, snowboarding, playing the drums, watching classic movies, and reading.

Quoted in many prominent publications

*Alano Massi was quoted in the above-referenced publications. Being included in these publications does not guarantee future investment success and should not be construed as a current or past endorsement or testimonial for Alano Massi by this publication. These publications do not suggest that any of his clients or prospective client will experience a higher level of investment performance.

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The material in the website has been distributed for informational purposes only, and is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission. Alano D. Massi is an Investment Advisor Representative with Dynamic Wealth Advisors d/b/a Palm Capital Management. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website by searching under CRD #151367. Insurance sales are considered an outside business activity and Mr. Massi and Palm Risk Management, LLC do not act in an investment advisory representative role when recommending these outside services. Palm Risk Management LLC is not owned or legally affiliated with Dynamic Wealth Advisors. The activities conducted by this entity is considered a separate business activity and not part of the investment advisor services offered through Dynamic Wealth Advisors. Palm Capital Management provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Palm Capital Management is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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