Retirement Ahead—Are You Ready?

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[Complimentary, No-Obligation Report] Retirement Ahead—Are You Ready?

10 Years and Counting: Points to Consider as You Approach Retirement

Retirement is one of life’s most significant milestones. Are you doing everything you can to make sure you’re prepared? The years leading up to your retirement are incredibly important, and there’s a lot to consider.

Why You Need This Complimentary, No-Obligation Report



Understand your options and start making decisions.



Be confident that you’ve identified potential issues while there’s time to address them.



Know where to get appropriate help.

Palm Trees

The palm tree bestows a sense of peace, strength, and flexibility to all of its surrounding landscapes. The mission at Palm Capital Management is simple: to provide our Clients financial peace-of-mind by creating a tailored plan with a solid foundation that can withstand the unexpected. In doing so, we service our clients by providing objective advice without any hidden agendas.

Featured In

Bankrate Fox Business Lending Tree Yahoo Finance The Ticker Tape Forbes

What You'll Learn

In this complimentary, no-obligation report, we cover questions you should be asking yourself today.

  • How much income will you need in retirement?
  • What income can you count on?
  • What can you do now to help yourself in retirement?
  • What role do taxes play?
  • What about health care in retirement?


Alano D. Massi, MBA, CFP ®


Decisions you make now could make a big difference in your retirement lifestyle.

Download your complimentary report and learn more today!

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Sponsored By

Alano Massi, MBA, CFP®, Managing Director

Alano became a 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 based in Westlake Village, California, Alano assists many individuals and families living across the United States with their financial planning and investment management. Alano 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, and is certified for life, accident and health insurance. Alano has contributed to the following prominent financial publications: Fox Business News, Yahoo Finance, TD Ameritrade’s TickerTape, LendingTree, and Bankrate. Prior to Palm Capital Management, Alano served as Associate Vice-President at Steel Peak Wealth Management. He spent six years as an analyst at an ultra-high-net-worth private family office, boutique investment bank Lionfish Advisors, and Wells Fargo Capital Finance.

Using his analytical background and investment experience, Alano implements financial strategies customized for the unique needs of each client to build, preserve and transfer wealth. Individuals that Alano services primarily include business owners, retirees, engineers, physicians, real estate professionals, divorcees, and young professionals. Alano also provides strategic advice in alternative investments including real estate, hedge funds, private equity, structured products, and derivatives for qualified clients. When a client requires a team, Alano coordinates his financial responsibilities with other professionals, including CPAs and estate-planning attorneys, to help achieve the required objectives. Alano strongly believes in investing alongside his clients, and his success is determined by the performance of his clients’ portfolios. Alano charges a competitive flat annual fee for his services and does not receive any commissions for security trade executions. In his spare time, Alano enjoys spending time with his family, golf, racquetball, traveling, snowboarding, playing the drums, watching movies, and reading.