"Don't just build WEALTH,
build MEMORIES."

– Kevin Gutwein
FINANCIAL ADVISOR, CFBS
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philosophy

HELPING YOU THINK DIFFERENTLY
ABOUT YOUR FINANCIAL FUTURE

“All Financial Advisors are basically the same.” I’ve heard that line uttered over the years in many settings and always struggled to explain how I was different. It’s taken me awhile, BUT I’VE DISCOVERED THE DIFFERENCE.

focus on
process

...vs. product has resulted in helping my clients move from confusion to clarity

focus on
building memories

...alongside building wealth, has resulted in a feeling of confidence

focus on long-term relationships

...vs. short-term transactions has resulted in helping life goals to be reached

Since many of my clients have exhausted the traditional methods of saving and investing,
they are in need of advice on building wealth through additional strategies.

Having success starting businesses, as well as running my own practice allows me to bring another dimension to my clients that they have struggled to find elsewhere.

process

Our philosophy centers around a simple technique that starts with the planning process.
It’s not so much our process that makes us different, IT'S ABOUT THE LIFELONG RELATIONSHIPS WE BUILD.

the planning process

alignment call

  • 20 minutes
  • Understand your view on money/goals for the future
  • Give you a “picture” of what it looks like to be a client of GG

in-person discovery

  • Get a full understanding of client goals and current financial situation
  • Share initial observations of planning items that may need addressed

draft plan

  • Walk through planning software
  • Agree on assumptions and analyze planning outputs
  • Start forming initial planning priorities

delivery & recommendations

  • Deliver Comprehensive Plan with gaps and priorities
  • Agree on solutions and implementation strategy

ongoing relationship

  • Facilitate agreed-upon investment changes
  • Secure any necessary risk-management products
  • After implementing agreed-upon strategies, we are just getting started
  • Annual in-person reviews and continuous availability for “all things financial”

*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.

our team

Kevin Gutwein

Financial Advisor

Tammie Gabriel

Relationship Manager

Emma McRoberts

Financial Advisor

Dirk Kuehler

Financial Advisor

it’s the way we treat people.

Our philosophy centers around a simple technique that starts with the planning process.
It’s not so much our process that makes us different,