Mark & Sarah finally have a tax-smart & holistic retirement plan.
They started by scheduling a complimentary Retirement Strategy Session.
Retirement is In View
Your Net Worth is Growing
But you have questions…
“What’s my retirement number? And am I on pace?”
“What should I consider about lifetime taxes while working?”
“How will I turn my nest egg into a paycheck?”
Interested in Working Together?
Get started in three easy steps:
Step #1
Let’s Talk
Get your big questions answered and learn how we can improve your plan.
Step #2
Welcome to the Moss WM Family!
If we’re a fit, you’ll onboard and we will start working together.
Step #3
Personalized Ongoing Service
We’ll do the heavy lifting so you can focus on what matters most.
Why Us?
What you get:
Transparent Pricing
Customized Financial Advice
Fiduciary Financial Advisor in Advisory Relationships
We will never:
Charge Hidden Fees
Recommend Cookie-Cutter Solutions
Hide Conflicts of Interest
—ABOUT US—
Moss Wealth Management
CFP® Professionals helping savers:
Pursue Financial Goals
Manage Investment Risk in Volatile Markets
Create Tax-Efficient Income
Become Work Optional
Contact Us
Interested in working together? Fill out some info, and I will be in touch shortly. We can’t wait to hear from you!
What our clients say
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My husband and I are retired and are so lucky that we found Melissa Moss to help us take care of the retirement funds we are willing to invest. In this stage of our life, we told Melissa we needed someone who could guide us toward ways to grow our funds using a cautious approach. Understanding our goals, Melissa has done amazing research for us and has brought us ways to grow our funds without taking unnecessary risks. She stays on top of new opportunities and brings them to us with pros and cons for us to decide if we are willing to make a move. Fortunately for us, working with Melissa has brought us very positive results. Melissa Moss is a business woman of integrity and she takes her responsibilities very seriously and for that we are grateful. Furthermore, it is always pleasant to talk with her and she has become a very important part of our lives.
Lynn Harwell
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We recommend Melissa Moss for her exceptional expertise in retirement planning and financial management. Melissa possesses a profound understanding of the complexities involved in these fields, and her vast knowledge has proven invaluable to us. Throughout our interactions, Melissa has consistently provided insightful advice tailored to our specific needs, helping us navigate the intricacies of retirement planning with confidence. Her ability to break down complex financial concepts into easily understandable terms has made the process not only accessible but also engaging. Melissa's commitment to her clients is evident in her thoroughness and attention to detail. She stays updated with the latest industry trends and regulations, ensuring that the guidance she offers is both relevant and effective. Her proactive approach and willingness to go the extra mile have equipped us with a wealth of information that empowers us to make informed decisions about our financial future. In summary, we endorse Melissa Moss for her unparalleled knowledge and dedication in the retirement planning and financial management industry. She is a true asset to anyone seeking sound financial guidance.
Daniel Miller
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Melissa, Thank you so much for taking the time to speak to me about Medicare and my upcoming deadlines. And thank you for setting up my appointment in January. It's so comforting to have you in our lives to guide us in all these complicated issues and to be such a resource for us. Thank you for caring! Bethany may have communicated this to you already, but she is very thankful for all your assistance with investments, student loans, and financial planning and that is a great comfort to me, as well. She really likes you as a person, as do I, and is very comfortable with you. So it's all pretty great! You have really been a God-send to both of us!
Denise Morse
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Melissa is very knowledgeable, hard-working, and a pleasure to partner with. She's constantly available to answer my questions and makes me feel at ease with any financial issues I have. I trust her to make the best decisions, and I'm thankful I have her as an ally for my family's financial well-being. She's great.
Dave Wilkerson
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We encourage anyone with any Financial Planning questions, concerns or fears to reach out to Melissa Moss, CFP. I cannot believe how 40 minutes spent with her completely melted away years of fears and procrastination! Melissa is honest, sincere and highly knowledgeable. Both my husband and I felt calm and reassured in the guidance that she gave us. In regards to financials, some words come to mind: wisdom, security and peace of mind. Thank you Melissa, for turning these words into a reality for us! We are forever grateful!
Billy and Linda Scull
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I was so nervous and unsure of were to start or what questions to ask but I had an idea. Melissa is so kind, she took her time to explain what really mattered to me. She answered all my questions. We came up with a plan that matched my ideas and the direction I want to go in. I couldn't be more comfortable and confident in our choices and my financial future.
Lia Sanchez