Gute Financial Services, Inc.An Independent Firm

When The Paycheck Ends, We Help Manage Retirement Income

 

  Have Questions Like These?  We Can Help.

  • How much do I need to save in my 401k before I retire?
  • When and how should I claim my Social Security Retirement Income Benefits?  
  • How much income do I need now and in 20 years to sustain my current lifestyle?
  • Are my investments allocated properly to maintain purchasing power?
  • What is a reasonable amount to withdraw each year from my IRA? 
  • How much money should I prepare to spend on my future health care costs?
  • Am I paying more income taxes than I should be?

Our process of education and discovery is called My Financial Bridge™.  My Financial Bridge is designed in a well-organized, chronological manner that explores the events we face over a lifetime.  Although most people we meet are more than half way across their Bridge, we find there is always value in evaluating what you’ve done in order to measure how well you’re prepared for what lies ahead.

By reviewing the various Guide Points™ along your Bridge, you can examine whether or not you’re moving forward and implementing the best financial choices for your personal situation.

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

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Gute Financial Services, Inc.
500 Office Center Drive
Suite 400
Fort WashingtonPA 19034
Phone: 267-513-1820
Fax: 267-513-1701
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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