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
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- Gunter Financial Services 204 N Penelope St Ste A Belton, TX 76513-3127
- T 254.613.5508
- F 844.800.0549
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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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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.
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