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Gerstemeier Financial Group, LLC

 
  Chicago: (630) 420-6601   Cincinnati: (513) 898-9973   Naples: (239) 330-2584   info@G-FG.com

Gerstemeier Financial Group, LLC

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Cherish your voyage

Let us chart a course for your financial freedom...while you focus on enjoying life.

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“It is not the ship so much as the skillful sailing that assures the prosperous voyage.” - George W. Curtis

 

Turn your vision into reality

through our customized and holistic financial advice provided with a fiduciary standard of care.

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“Discipline is the bridge between goals and accomplishment” - Jim Rohn

 

Partner with an Advisor you trust

to achieve financial peace of mind.

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“A boat doesn't go forward if each one is rowing their own way.” - Swahili proverb

 

No time like the present

to start this journey…the sooner you start, the sooner you will reach your destination.

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"A journey of a thousand miles must begin with a single step." - Lao Tzu

 

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Our Services

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 Planning

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.

Investment Management

Portfolio analysis, asset allocation, investment policy development, security selection, investment implementation, portfolio rebalancing, performance reporting, portfolio monitoring, and company retirement plan establishment and implementation.

Tax Planning & Preparation

Income tax planning and projections, tax minimization strategies, and income tax preparation.

Photo of team member

Robert Gerstemeier

MBA, CFP®, EA

President and Founder

Robert Gerstemeier, MBA, CFP®, EA is the President and founder of Gerstemeier Financial Group, LLC a Fee-Only Registered Investment...

Laura Gerstemeier

MBA, CPA

Director of Operations

Laura Gerstemeier, MBA, CFP®, CPA  is   the Director of Operations for Gerstemeier Financial Group, LLC.  She assists with...

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Latest Blog Posts

How To Protect Yourself From Identity Theft

Submitted by Gerstemeier Financial Group, LLC on June 21st, 2019

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.

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Are You Under Cyber-Assault? How to Protect Yourself

Submitted by Gerstemeier Financial Group, LLC on June 21st, 2019

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?

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Intelligent Options for College Savings

Submitted by Gerstemeier Financial Group, LLC on June 21st, 2019

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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Contact info

  • Chicago Area Office
  •   1415 22nd Street, Tower Floor, Oak Brook, IL 60523
  •   (630) 420-6601
  • Cincinnati Area Office
  •   6851 Clubside Drive, Loveland, OH 45140
  •   (513) 898-9973
  • Naples Area Office
  •   7024 Pelican Bay Blvd., F-301, Naples, FL 34108
  •   (239) 330-2584
  •   info@G-FG.com

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Gerstemeier Financial Group, LLC (GFG) is a registered investment advisor with the Securities and Exchange Commission (SEC). GFG does not provide any personal financial advice via this web-site. The purpose of this site is to provide general background information about the services GFG offers. At certain places on this web-site, live "links" to other web-sites are available. Such external web-sites contain information created, published, and maintained by institutions independent of GFG. GFG does not endorse, approve, certify, or control these external web-sites and does not guarantee their accuracy or completeness. This site is not intended to solicit or offer to sell investment advisory services to residents of any state in which GFG is not currently authorized to do so. Form ADV Part 2 and Part-3, which describes the business practices, services offered, and related fees of GFG, is available upon request. The information on this site was compiled from sources believed to be reliable, however we do not guarantee its accuracy or completeness.

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