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300 Manchester Ave, Media, PA 19063

610-299-5303
john.messersmith@lpl.com
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Your Retirement Starts Here

To enjoy the shade, you must first plant the seed. We’ll show you how.

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Financial Strategies 

John Messersmith announced as a 2022 Philadelphia's Five Star Wealth Managers.

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What We Offer

Most people confuse retirement planning with retirement income planning. Retirement planning is about what you do in the accummulation phase of your life. Retirement income planning is how to make those accumulated assets, pensions, and social security payments work for you at your risk tolerance. We help you see the big picture!

Retirement
Income Planning

Tax
Management

Investment
Management

...And
More!

Knowledge Leads to Financial Freedom

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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You Would Rather Be...

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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Have a question?

We're happy to address any concerns or questions you may have, even if you're not a current client. One of our staff will reach out soon to help answer any concerns or questions.

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