facebooklinkedin
  • T: 254.613.5508
  • F: 844.800.0549
  • Home
  • Our Team
    • Our Team
    • Matt Gunter
    • Francesca Gervascio-Franzen
    • Stephanie Wilcken
    • Rachel Burgess
    • Why Work With a CFP
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Individuals
      • Individuals
      • Corporate Executives
      • Families & Individuals
      • Retirees
      • Sudden Wealth
    • Institutions
      • Institutions
      • Business Owners
      • Corporate Retirement Plans
      • Corporations
      • Endowments & Foundations
      • Family Offices
      • Non-Profits
  • Our Process
    • Our Process
    • Our Approach
    • Corporate Retirement Plan Consulting
    • Financial Planning
    • Portfolio Management
  • Events
  • Resources
    • Resources
    • Commentary and Insights
    • Client Access Videos
    • Worthwhile
    • Articles
  • Contact Us
  • Client Access
    • Client Access
    • Forgot your password? Enroll Need Help? Contact Us / FAQ Privacy / Security Client Resources
  • Gunter Financial Services
    204 N Penelope St Ste A Belton, TX 76513-3127 T: 254.613.5508 F: 844.800.0549
    Map and Directions Map and Directions

Nurturing wealth so you can live a longer, better life in retirement

Nurturing wealth so you can live a longer, better life in retirement

With retirees living longer, more active lives, it’s essential for your investment portfolio to work for you.  Our process is designed to help you enjoy the life you’ve envisioned, while taking into account inflation, market volatility and other risks that could make your nest egg vulnerable.

When we work together to craft a comprehensive financial plan, we talk with you about what you need and want your money to provide.  Then we assess the likelihood that you’ll be able to achieve these goals. If you have to make tradeoffs, we help you there, too, showing you how small compromises might make a big impact over the long term. We also talk about the things that concern you, and strategies that can help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.  Our asset management program is customized around your needs.  It can be challenging to balance both income and growth, but we have the expertise to help you do just that.

We also strive to ensure that your wealth passes in the most efficient way to your beneficiaries and philanthropic endeavors through estate and legacy planning. With our help, you have a full range of resources at your disposal.

SERVICES INCLUDE

  • Retirement Income Planning
  • Social Security Optimization
  • Estate and Legacy Planning
  • Tax Planning
  • Distribution Strategies
  • Healthcare Planning
  • Long-Term Care Costs

related resources

This SECURE Act Provision May Impact Your Year-End Planning

This SECURE Act Provision May Impact Your Year-End Planning

11/13/2020
Prevent tax bracket creep among IRA beneficiaries with these three considerations.

Retirement & Longevity | Tax Planning
The Psychological Side of Spending Your Retirement Savings

The Psychological Side of Spending Your Retirement Savings

10/28/2020
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.

Retirement & Longevity
Why Contribute to a Roth IRA?

Why Contribute to a Roth IRA?

10/26/2020
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.

Retirement & Longevity
Protecting Your Social Security Payout

Protecting Your Social Security Payout

10/09/2020
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.

Retirement & Longevity
Making the Most of Medicare's Open Enrollment Period

Making the Most of Medicare's Open Enrollment Period

10/01/2020
With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.

Retirement & Longevity
Could You Thrive in a Niche Retirement Community?

Could You Thrive in a Niche Retirement Community?

09/28/2020
Things to consider – and learn – before joining a community with like-minded retirees.

Retirement & Longevity
Always here for you
  • Gunter Financial Services 204 N Penelope St Ste A Belton, TX 76513-3127
  • T 254.613.5508
  • F 844.800.0549
  • Map & Directions
  • Map & Directions
facebooklinkedin

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2021 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use