★★★★★
Since I became a client of Gessner Wealth Strategies in early 2020, I have peace of mind knowing that I have a solid attainable retirement plan.
I trust Michelle Gessner completely, she ensures that my retirement plan takes into account all aspects that may impact my retirement life, like taxes, inflation and more.
She gently nudges me to address the not so fun things like updating my Will and makes recommendations where she sees holes in my estate planning and other areas.
Michelle is not only guiding me towards a successful retirement life, but she is also making financial recommendations that impact my everyday life today.
I feel very comfortable and grateful for Michelle and her very capable assistant, Lauren, knowing they are both looking out for my best interest. And, as a bonus, both ladies are very nice, respectful and easy to work with!
I highly recommend Gessner Wealth Strategies to anyone who wants a successful retirement life!
★★★★★
My Husband and I have been clients of Michelle Gessner at Gessner Wealth Strategies for 3+ years now and I can safely say selecting Michelle to guide us through our retirement years is the best decision we have ever made!
Almost all of the financial planners we interviewed prior to our retirement dealt strictly with our investment portfolio. The health of our portfolio is just the tip of the iceberg for Michelle. She takes an in depth and critical look at EVERYTHING that can affect our financial picture. Taxes, Wills and Insurance are all examined to make sure all of our assets are maximized and protected. We’ve all heard the saying “you don’t know what you don’t know.” Thankfully, Michelle has not only done a great job with our investments but enlightened us on all the things we didn’t know and saved us $$$
And we can’t brag on Michelle without mentioning Lauren!!!! Lauren not only keeps Michelles office running smoothly but keeps us personally on track as well by sending us reminders of financial deadlines we need to meet. And she does it all with the most incredible warmth and professionalism imaginable!!!! Michelle and Lauren are truly a dynamic duo!
If you are looking for a firm to take a look at your total financial picture, then look no further than Gessner Wealth Strategies. You won’t regret it!!!!
★★★★★
Michelle Gessner is not only a talented financial professional, but she is a trusted advisor. I met her through a business associate who learned about her from classes she teaches at HCC on financial planning. The thing I find most unique about Michelle is that she is more of a counselor than you typically find in the financial world. Her motivations are driven, not by her desire to make money off of your money, but by her desire to help you grow your financial nest egg and lower your future tax exposure.
One of the valuable tools she shared with me is a book call The Power of Zero. The approach she uses is based on a proven history of performance that has been developed by some of the most highly respected people in the financial industry. If you choose to work with her you will find you have put yourself in good hands.