Investments
Investing can be confusing
Let us help take the confusion out of it.
We are a full-service organization, with a number
of specialties
Investment Management
- Advise in the selection of investment vehicles
- Retirement and income planning
- Monitoring of accounts and quarterly summary statements
- Focus on tax-efficient withdrawal strategies
IRA, Estate, Inheritance and Tax Planning
- Work with you and/or your accountant in preparing tax returns
- Work with or refer you to an attorney for wills, trusts, and other directivesReview all assets and confirm post-mortem desires
- Introductory meeting with all primary beneficiaries
Recent or Soon-to-be Job Changers
- Advice on how to set up new 401(k) or other retirement plan
- Assist in the selection of other benefits provided by your new
- Evaluate the total benefits package of a prospective employer
- Educate on appropriate choices of prior company retirement plan(s)
The content on this website is for informational and educational purposes only and should not be construed as investment advice. This website does not provide personalized investment advice or recommendations. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. The value of investments can fluctuate, and you may receive back less than you invested. Gunnell Financial is a registered investment advisor with the State of Indiana