“The important thing about an investment philosophy is that you have one you can stick with.”
Thank you for your interest in learning about us. Gerstemeier Financial Group, LLC is an independent firm that provides financial planning, investment management, and income tax preparation services. We are Fee-Only advisors and do not earn commissions or brokerage fees. As a result, our interests are aligned with your goals and objectives.
Our backgrounds as a Certified Financial Planner® practitioner, MBA graduate, Enrolled Agent with the IRS, and CPA, enables us to help clients build and manage their wealth. Our wealth management process provides a framework for you to understand your individual situation and to determine your investment objectives. This is a critical step in the financial planning process as a successful investment program is dependent upon a clear understanding of personal goals and investment risks. Most importantly our firm offers:
- An emphasis on Tax-Efficient investing
- Financial Planning
- Customized portfolio management built upon your goals and objectives
- Straightforward investment reports that provide investment returns