Resolutions

Happy 2018! I hope you all had a wonderful holiday season, enjoyed time with friends and family and made new memories.

Has anyone noticed how starting the end of December, the tv is flooded with commercials for weight loss programs and gym memberships? Advertisers know that many people write resolutions in January and they hope to cash in on it.

What about your resolutions? Did you make any financial ones?

Don’t worry … I’m not about to ask you to go on some big financial diet.

One of the easiest financial resolutions to take care of, without causing you too much pain and discomfort, is organizing your financial junk drawer. Many of my clients come to me with a cluttered financial mess: a product over here from an insurance agent, an investment over there from a stock broker, something they bought from a relative briefly in the business or try to manage themselves. There is no cohesiveness to it: ultimately there is no overall plan.

At WWM, we believe it’s important to organize that financial junk drawer and make some sense out of it. With an overall plan, we can take a look at the products you currently own and work to ensure they are properly coordinated and integrated; all working together properly.

I like to think of the service we provide similar to that of a conductor to an orchestra. Without a conductor, all the various instruments would go off course and be played at the musician’s discretion. However, when a conductor leads the group, all the instruments come together to make beautiful harmony. That is our goal – to help you create a harmonious financial plan.

If getting your financial junk drawer in order is one of your resolutions, please let me know. We are happy to review, and together, create a plan that makes helps you achieve are of your dreams

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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