We are Fee-Only Financial Planners that follow a fiduciary standard of care in serving our clients. This means we are compensated solely by our clients to avoid conflicts of interest and allow us to recommend what is in their best interest. We provide customized solutions to meet the goals and objectives of our clients. In today's fast paced and complex world, there are no easy solutions to the concerns and issues our clients face. We serve as their trusted advisor to help simplify their financial lives. Specifically, we offer financial services in the following areas:
Financial objective identification and evaluation, budgeting and cash flow management, retirement planning and projections, stock option analysis, college funding and financing, life insurance analysis and estate planning strategies.
Portfolio analysis, asset allocation, investment policy development, security selection, investment implementation, portfolio rebalancing, performance reporting, portfolio monitoring, and company retirement plan establishment and implementation.
Income tax planning and projections, tax minimization strategies, and income tax preparation.
Robert Gerstemeier, MBA, CFP®, EA is the President and founder of Gerstemeier Financial Group, LLC a Fee-Only Registered Investment...
Laura Gerstemeier, MBA, CFP®, CPA is the Director of Operations for Gerstemeier Financial Group, LLC. She assists with...
By now it shouldn’t be news to anyone that identity theft is on the rise. Between computer hackers, garbage scroungers, ATM skimmers, phishers and cell phone thieves, our identities are under constant assault. Some experts say that it is nearly impossible to absolutely prevent identity theft, but there are some key areas of vulnerability can be protected by taking some simple measures.
Do you know who is on the other end of that email address? It might not be as apparent as you think. Can you be sure someone isn’t watching every move you make on your computer? You can’t see them, but they can see every keystroke. We are all under the constant threat of a cyber-assault. Are you protected?
If you are the parents or grandparents of a child of any age chances are good that the escalating costs of higher education are on your mind.
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