Melissa Moss CFP®

Melissa Moss CFP®

Financial Advisor

Surviving the eye of Hurricane Andrew was the adventure I needed in 1992. I jumped out of the plane after my 68-year-old dad, skydiving near DC. The CIA may have rejected me, but at least my Golden Retriever is obsessed with me. I collect hand sculptures.

Member

Income For Life -- Social Security

Social Security will see a 2.8% increase in 2026. This means a senior who collects the monthly average of nearly $2,000 will see an additional $56 come January. My clients rarely rely on Social Security alone. One of the tools I use to help my clients estimate their retirement paycheck takes into account Social Security as a lifetime income floor, including a cost-of-living increase each year. Before he met me, David was stressed, afraid he'd mess up his pension choices when he retired from the government. The goal of our last meeting was to get him feeling confident in his selection. After reviewing the projections of his pension, his investments, and social security, he sat up taller, and his anxiety dissipated. I'm a good referral for the government civil engineer planning to work his last day on November 21st. He wants to know what his new routine is going to be. Ask him if he always drives the same way to get to the office.

InfoMinute

Financial Services | Investment

Financial Advisor

Financial & Tax Planning

Retirement Income Planning

Investment Management

Settlement Planning

Filing Cabinet

Moss Wealth Management

Moss Wealth Management

404-895-0937

12705 Century Drive
Suite A
Alpharetta, GA 30009

Website

You'll notice the sunglasses hanging around his neck when my best client steps out of his 2-year-old F-250. He's a partner of his engineering firm, and his status symbols include John Deere, linear feet of fencing, and vacation days spent with his family.

Company

Members I've Invited

Benito Canales

Benito Canales

Matt Valente

Matt Valente

Sponsorship

GateOpener Workshop 11/17/2025
How to Benefit from an Association 07/21/2025
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

One client who has been a client for going on five years: 

  1. He wears his sunglasses with a strap so they hang around his neck. 
  2. He parks forward into a spot; never backing in. 
  3. His hair is always manicured, but pretty plain. He's a regular at Great Clips. 
  4. His face is clean-shaven. 
  5. His brown leather belt coordinates with his brown alligator cowboy boots, which are the biggest investment piece in his closet. 

Referral Trigger Response

Towne Lake Team

Introduced by:

Justin Deweese

Justin Deweese

Joined on 01/02/2025

Team

INTROMinutes I've Received

INTROMinutes I've Given