Wealth Management Service
Addressing every aspect of your finances
From minimizing risk to accumulating wealth, as your financial advisor, we’ll help you establish a rock-solid financial plan for long-term wealth and investment management. With Gardey’s team of financial advisors, new clients enjoy a comprehensive, in-depth analysis of their financial picture, while long-term clients experience a trustworthy, friendly relationship built on trust and integrity.
As Registered Investment Advisors, we’re legally and ethically bound to always keep the needs and interests of your financial plan as our guiding light. Adhering to the guidelines of being your trusted fiduciary, we proudly offer our expertise in the following areas:
|Investment Management||Basing your portfolio inclusions on your tolerance for risk and your future goals.|
|Preretirement Planning||Managing your wealth and income in order to ensure that your timeline for retirement is feasible.|
|Postretirement Planning||Taking the steps to ensure that your assets are protected and that your lifestyle during retirement is financially achievable.|
|Estate Planning||Ensuring that your assets will be passed on per your wishes.|
|Tax Minimization||We recommend an action after first determining the tax consequences.|
|Insurance Review||Protecting your most valuable assets and minimizing the costs of life-changing events, we find those insurance professionals that make the most sense for your future plans|
|College Funding||Analyze options to provide college funds for both children and grandchildren.|
|Debt Management||Establishing a plan to reduce or eliminate costly debt.|
|Budgeting||Helping you maintain a desired lifestyle while accumulating wealth throughout your lifetime.|
With communication being vital to the implementation and success of your financial plan, we are always available for personal financial planning consultations. Furthermore, we schedule comprehensive meetings with you in our offices in Saginaw, at a convenient location, or over the phone, ensuring that we’re still on the same path toward your goals.
Trusted professional referrals
Utilizing our vast resources, we will also help you find local professionals that can help support your wealth management plan, including local attorney’s, CPA’s, and insurance agents. Our wealth management services were designed with you in mind. Find out more about what our process and service can do for your bottom line by contacting Gardey Financial Advisors today. We promise trustworthy, sound financial advice with a smile.