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Gerstemeier Financial Group, LLC

 
  Chicago: (630) 420-6601 Naples: (239) 330-2584   info@G-FG.com
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Gerstemeier Financial Group, LLC

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Financial Planning

The foundation of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals form the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

There are many financial products in the market, and selecting the ones that best meet an individual client’s needs can be complicated.  As an independent financial firm, we are not incentivized to work with any particular company.  After we meet with you, we will be able to develop a customized plan for you with unbiased recommendations.  Our financial planning services include:

  • Retirement Planning
  • College Planning
  • Estate Planning
  • Insurance Analysis
  • Business Succession Planning
  • Charitable Giving

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Contact info

  • Chicago Area Office
  •   1415 22nd Street, Tower Floor, Oak Brook, IL 60523
  •   (630) 420-6601
  • Naples Area Office
  •   7024 Pelican Bay Blvd., F-301, Naples, FL 34108
  •   (239) 330-2584
  •   info@G-FG.com

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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