Melissa Moss CFP®

Melissa Moss CFP®

Financial Advisor

Dog mom to golden retriever Riley and lifelong Braves fan, I was at Game 6 of the 1995 World Series & treasure my CPK to-go box signed by Chipper Jones in '94. I’ve interviewed with the CIA, lived in DC for 9 years, and starred in a Fuji Film ad as a kid.

Member

Members I've Invited

Matt Valente

Matt Valente

Sponsorship

WorkRoom | Filling The Filing Cabinet 04/21/2025
Fill the Filing Cabinet Workshop 04/21/2025
How to Build a Referral Marketing Plan 03/17/2025
InfoMinute Seminar 03/17/2025
Best Client Workshop 02/17/2025
7-Minute Presentation Workshop 01/20/2025
InfoMinute Seminar 01/20/2025
Orientation Essentials 01/20/2025

Development

  • My best client loves bragging about her adult children on Facebook.
  • She regularly travels, and often has a few trips planned at any time.
  • She prefers communicating by text, but after 10 am.
  • She frequents concerts and enjoys traveling for a good show. 
  • She loves enjoying a dry martini on a rooftop deck. 

Referral Trigger Response

Main Street Advisors

Main Street Advisors

770-608-7054

12705 Century Drive
Suite A
Alpharetta, GA 30009

Website

My best client travels for a great concert, is mom to adult kids, enjoys a rooftop martini & is coming into a windfall from a personal injury settlement. She’s often dining out, but always planning her next trip. She wants her money to outlive her.

Company

INTROMinutes I've Received

INTROMinutes I've Given

Towne Lake Team

Joined on 01/02/2025

Team

Structured Settlement Leads to Tax-Free Monthly Income to Mom of Slain Child

A structured settlement annuity allows a claimant to receive all or a portion of a wrongful death settlement in a series of income tax-free periodic payments at a guaranteed rate of return over an agreed amount of time. I recognize that every client is unique and has their own goals. Jenny, grieving the wrongful death of her son, wanted the windfall she was receiving to last, but didn't know how. I created a plan for her that included an annuity providing $5,600 in monthly income, tax-free, for 15 years. At no cost to her, this guaranteed her money would last for at least 15 years with a total return 35% greater than the initial amount. I'm a good referral for a winning personal injury attorney who wants her clients to remember her as the winning attorney every month for years. Ask her what she says when her clients call a year after settlement, asking if there's any more money. Melissa Moss

InfoMinute

Financial Services | Investment

Financial Advisor

Financial & Tax Planning

Retirement Income Planning

Investment Management

Settlement Planning

Filing Cabinet