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Who We Are.
Martin P Mesecke
Martin P. Mesecke is the founder and President
of Self Worth Financial Planning, a Fee-Only
financial planning and advisory practice located
in Plano, Texas. Martin has extensive financial
service experience, including roles with Morgan
Stanley Dean Witter and Salomon Smith Barney and
other prominent financial service organizations.
He takes his extensive knowledge of the
financial industry, products and services, and
combines it with the "client-first" philosophy
embraced by all Fee-Only planners
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“Our clients
may, in fact, have existing relationships with
one or more financial product providers (such as
a stock broker or an insurance agent). While
they may have a long-standing relationship and
enjoy working with those professionals, the
client may still have real concerns about the
objectivity of the financial advice that they
receive from these providers. Clients
experience something entirely different when
they work with me. |
Self
Worth Financial Planning
Martin Philip Mesecke, CFP®
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Because I sell
no financial products, all conflicts of interest
regarding compensation are removed – and that is
one very important difference in our working
relationship.”“
Rahul Chahal
Rahul
Chahal brings a wealth of experience from both
Capital One and AmSouth Bank. As a “Fee-Only”
financial planner he is focused on creating,
implementing and monitoring comprehensive
financial plans for individuals and businesses
owners. Professionals and small business often
have a number of questions about retirement,
investment and financial planning; and he is
able to show them that financial solutions by an
experienced financial planner can make a true
difference in their lives.
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"Our hourly, as-needed
service, works especially well for the
self-directed clients who are looking
for periodic validation of their
investment strategy. With the rapid
changes in tax laws and available
investments, it makes sense to check
with a financial expert to ensure you
are up-to-date and on track to meet your
goals. Something as important as
your financial future should not be left
to chance.” |
Self
Worth Financial Planning
Rahul Chahal, MBA
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Current
clients run the spectrum from individuals who
may simply need one or two topic-specific
concerns addressed to clients who may need a
comprehensive financial plan. “My clients tend
to be well read in financial matters,” says
Martin. “They have a pretty good grasp of their
personal financial situation, however, they are
sometimes unsure about how to proceed in
resolving any concerns they may
have. Oftentimes, they are doing remarkably well
on their own, but would like to verify that they
are indeed taking advantage of all the options
and opportunities available to them. Getting
professional validation regarding their
decisions is invaluable to them. Sometimes it’s
just nice to have a professional help you wade
through the information and make sense of it
all.”
“Our clients
may, in fact, have existing relationships with
one or more financial product providers (such as
a stock broker or an insurance agent). While
they may have a long-standing relationship and
enjoy working with those professionals, the
client may still have real concerns about the
objectivity of the financial advice that they
receive from these providers. Clients
experience something entirely different when
they work with me. Because I sell no financial
products, all conflicts of interest regarding
compensation are removed – and that is one very
important difference in our working
relationship.”
“Our hourly,
as-needed service, works especially well for the
self-directed clients who are looking for
periodic validation of their investment
strategy. With the rapid changes in tax laws and
available investments, it makes sense to check
with a financial expert to ensure you are
up-to-date and on track to meet your goals.
Something as important as your financial future
should not be left to chance.”
Martin
is a member of
The Garrett Planning
Network, Inc.
(GPN), a nationwide network of professional,
Fee-Only financial advisors. GPN members are
dedicated to providing competent, unbiased
financial advice to people from all walks of
life. “We choose to offer our services on an
hourly, as-needed basis, whether you need one
question answered or a complete financial plan,”
Martin says. “We impose no income or net worth
minimums in order to become our client, nor are
there any long-term contracts to sign. And while
we specialize in working with Middle America and
do-it-yourselfers, many affluent clients find
that working on an hourly Fee-Only basis can be
advantageous to them as well. Whatever your net
worth or income, we are happy to work with you,
rendering the highest level of professional
advice and planning possible.”
Martin
emphasizes that clients may elect to work with
him on either a one-time or as-need hourly
basis. “Now there is no reason not to get the
professional advice you need,” he says. Clients
can receive a complete financial plan or focus
on one or more particular financial concerns
such as:
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Business
Planning
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Comprehensive
Financial Planning
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College
Funding Advice
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Divorce-Related Financial Concerns
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Elder Care
Issues
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Estate
Planning
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Sudden Wealth
Planning
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Retirement
Planning Strategies
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Ongoing
Assistance or Plan Implementation
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Second
Opinion on Investments or Current Financial
Plan
Martin Mesecke earned the right to use the CFP®
marks of distinction and call himself a
CERTIFIED FINANCIAL PLANNER™ professional from
the CFP
Board of Standards.
Martin Mesecke is also a member of the
Financial Planning
Association (FPA) and active in his
local chapter. He devotes time as a board member
of several organizations involved in increasing
financial literacy standards among students and
adults.
CFP®
and CERTIFIED FINANCIAL PLANNER™ are
certification marks owned by the Certified
Financial Planner Board of Standards, Inc. These
marks are awarded to individuals who
successfully complete the CFP Board’s initial
and ongoing certification requirements. |