We Help Raytheon Employees Prepare and Transition into Retirement with Confidence

You have dedicated decades of your life to your career. Make sure you are rewarded in retirement.

Your plan will provide answers
to the following questions:

Am I creating an unnecessary tax bill in retirement?
How much money do I need saved to live the retirement I want?
How do I decide when to start claiming social security?
How does a long-term care bill affect my retirement plan?
How does rising inflation and interest rates impact my planning and investment strategy?

Why Palm Capital
Management?

More than 10 years of experience helping employees prepare and transition into retirement.
Independent of Raytheon and Fidelity - we work for YOU.
Financial professional holding a CFP® designation, NOT salespeople.
Fiduciaries that are legally and ethically bound to act in YOUR best interest.
Unlike national retail firms, we DO NOT try to sell our own financial products.

Click Here to view Dynamic’s Form CRS (Client Relationship Summary) and Click Here to view Dynamic’s ADV Firm Brochure. Click Here for additional information. Click Here to see our privacy policy.

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.