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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.

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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The Basics of Medicare

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.
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Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
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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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