A financial advisor not only helps you make decisions about your money, but also takes a personalized approach to understanding what’s most important to you. Our financial planners offer tailored support on financial strategy, estate and tax planning, cash flow analysis, and asset management. As an independent, fiduciary firm, we are committed to fulfilling each client’s unique interests. In addition, the Gessner Wealth Management network allows you access to vetted professionals including Tax Experts, Realtors, Insurance Professionals, and more. Learn more about Our Services or visit our FAQ page for detailed information about our process.
What We Do
The role of a financial advisor is to support their client’s current and future economic well-being.
Once you become a client, our financial planners work to understand your lifestyle and future goals. We’ll then review your current saving, spending, and income patterns. Since each client’s situation is unique, we take the time to identify the appropriate services for your needs, including:
- Financial Planning
- Retirement Planning
- Tax, Estate and Trust Planning
- Cash Flow Analysis
- Investment Analysis, Strategy and Implementation
- Risk Management
- Employer Benefit and Retirement Plan Reviews
- Financial Organization and Security
- Large Purchase Planning and Analysis
Financial Planning and Wealth Management
A financial advisor creates and executes a financial plan that reflects your values and vision and works to build wealth. We’ll start with a review of your income, expenses, investments. Then, we’ll discuss any upcoming life transitions, like retirement or property acquisitions. During your first meeting, we’ll review your goals and concerns for the future before offering observations and ideas to consider. Want the latest guidance on bonds, annuities and 401k rollovers? Visit Our Blog for helpful information.
Tax Planning
Tax laws, especially when it comes to IRA’s, are particularly complex and require professional interpretation. Our financial advisors stay educated on the latest tax legislation in order to leverage the best tax strategy for your needs to continue you on the path of building long term sustainable wealth. Since we are a part of the Ed Slott Elite Advisors Group, our team has access to additional resources to interpret even the most complicated tax regulations.
Retirement Planning
Clients within five to ten years of retirement should work with a financial advisor to effectively plan for investments and taxes. In fact, with expert guidance many clients find they have more retirement options than expected. Planning your retirement? Contact our team to learn more about becoming a client.
Cashflow Analysis
At Gessner Wealth Management, our financial advisors use a custom technique to better understand your current income and spending. This data forms an accurate picture for your spending now and in the future. Want to learn more? Watch Michelle Gessner discuss financial preparation for emergencies during a lecture at Houston Community College.
Investment Analysis, Strategy and Implementation
Our financial advisors advocate a disciplined approach to investing and building wealth. We work to understand your priorities and timeline before building a tailored investment strategy. Our financial advisors can also help manage any current investments you are holding. Need help organizing your accounts? Get in touch today.
Risk Management
Part of securing your financial independence is accounting for the unexpected. Our financial advisors work with a network of insurance providers in order to select the right plan for your protection. As an independent firm, we have the flexibility to only partner with the insurance provider that meets your needs.
Employer Benefit and Retirement Plan Reviews
As experienced financial advisors in the corporate world, our team can deliver guidance on employer benefit contract negotiations. This service is ideal for small and large business owners alike.
Financial Organization and Security
As experienced financial advisors in the corporate world, our team can deliver guidance on employer benefit contract negotiations. This service is ideal for small and large business owners alike.
Large Purchase Planning and Analysis
If you are anticipating a large purchase or buying a rental property, a financial advisor can help work through the details of the transaction. From providing a sounding board to support with asset management, an experienced financial advisor offers economic clarity within the context of your goals.
Who We Serve as a Financial Advisor
Gessner Wealth Management was founded by Michelle Gessner, CFP®, MSM, CFBS, LUTCF. As an experienced financial advisor, Michelle wanted to establish a firm focused on advocating for her clients’ best interests. Our financial advisors work with people planning retirement, busy professionals, and diligent savers who are focused on building long term wealth. If you are the financial decision maker in your life and have a minimum of $500,000 to invest in your retirement, we welcome the chance to discuss how we can work together for your success.
Insulate yourself
from the crush of higher taxes
IMPORTANT QUESTIONS TO ANSWER NOW BEFORE IT’S TOO LATE
Are you doing everything you can to protect yourself from higher taxes in retirement? Download our complimentary guide and find out today!
