DO YOU...

  • Have a clear vision for retirement?
  • Know how to structure your income distributions to maximize your income throughout retirement?
  • Worry about running out of money during retirement?
  • Wonder how much money you will need for retirement?
  • Know how to maximize your Social Security benefits?
  • Understand how to pay less to Uncle Sam with the goal of keeping more of your retirement money?
  • Know how to build a disciplined investment portfolio that integrates with your financial plan?
  • Know what legacy you want to leave?

WHAT YOU CAN EXPECT WHEN YOU MEET WITH US

  • We will listen to what matters most to you and help you prioritize your needs, goals and wants
  • We will build a picture of what you are currently doing, clarify why you are doing it and propose a creative solution
  • We will integrate your vision with our planning process
  • Finally, we will implement the solution

BENEFITS OF DOING BUSINESS WITH US

  • You will gain understanding of your financial picture, maximizing your potential
  • You will be educated throughout our process
  • Your financial plan will be meaningful and relevant to your life
  • You will "Live Life Differently" and "Live Life Financially Secure"
  • Your investments will be connected to your life
 

Gorrell - Molessa Financial Services

HELPING CREATE A LIFETIME OF FINANCIAL SECURITY

OUR MISSION:

To help our clients achieve and maintain financial security throughout their lives.

OUR VISION:

To build and execute your financial plan that aligns your actions with your intentions; because everyone needs, wants and deserves a financial plan that is as unique as they are.

Christopher T Molessa, CFP®
Wealth Management Advisor


Gorrell - Molessa Financial Services

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck