Training and Planning for Your Goals

Whatever your financial goals may be, we can help you figure out a plan to help you reach them.

One of the hardest things about getting started is getting started. The first day at the gym. The first day at a new job. The first day of a diet.

The first day of putting your financial plan in place.

Everyone’s financial goals and dreams are different. Unique, just like your fingerprint. Some of us want to retire at 50. Great! Some of us want to leave money to a charitable organization as part of our legacy. Fantastic! Some of us want to make sure our kids can go to any college they can dream of. Awesome! Let’s figure out a plan to help you do that.

The main part of any goal is to start with a PLAN. No one wakes up tomorrow and says they are going to run a marathon the next day without having put in training.

At WWM, we work with you and talk about your financial dreams and goals, however unique they may be. Over the last 20 years in this business I can say I have never put together two identical financial plans. Everyone’s situation is unique. Our job is to help you reach that finish line, wherever it may be.

Just like training for a big race, there may be some highs and lows. We may suggest that you spend less now to save for later. Perhaps we may suggest a diversification of your portfolio. And we may even have to discuss some difficult topics, like caring for aging parents or plans for the “what ifs” in life.

It is only with a plan, and an open conversation about your dreams, that we can help you reach that goal.

We invite you to learn more about our planning process, and see how it can benefit you.

Thank you for reading, visiting, and being a part of this new blog forum. Please feel free to share with others who may find it of value.

Signing off with The Wright Words, and wishing you the best,

 

Paul Gassel

Author: wwminvestment

Paul Gassel, C.F.S.® Managing Partner Paul Gassel is the Managing Partner of WWM Investments, LLC in Chicago, a firm with $350 million in assets under advisement. In this role, Paul works directly with individuals and business owners to implement wealth management solutions, investment, retirement and risk management strategies designed to provide long-term financial strength and security. Paul founded WWM Investments, LLC in 2010, having served as a Financial Advisor in Chicago since 1995. Prior to establishing WWM, Paul was the Assistant General Agent and Investment Specialist at Pearre and Associates, Ltd., a General Agency of Massachusetts Mutual Life Insurance Company (MassMutual). During his tenure at Pearre, Paul was recognized as the Top Equity Advisor for 13 consecutive years. Each year since 2012, Paul earned the distinction of being names a “5 Star Wealth Manager” by Chicago magazine, a designation awarded to the top 3% of wealth advisors in Chicagoland. In addition, Paul has been recognized in Forbes Magazine’s Wealth Managers Black Book since 2016. Since 2002, Paul has been a Court of the Table Member of the Million Dollar Round Table, an organization recognizing top producers and leaders in the financial services industry. Paul serves on the board of Erie Neighborhood House. His commitment to giving back to the community also includes supporting the Ronald McDonald House Charities, Norwegian American Hospital and the Teen Living Program in Chicago. Paul received his bachelor’s degree from the University of Alabama and his Certified Funds Specialist designation from the Institute of Business and Finance. He is a Registered Investment Advisor and member of the National Association of Insurance and Financial Advisors. Paul resides in Chicago’s Lincoln Park neighborhood with his wife Jeanine and their two daughters. “Using a personalized approach, my intention is to educate, organize and empower my clients to make informed decisions based on their vision for the future”

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