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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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  3. Tax Planning and Preparation

Tax Planning and Preparation

No one likes taxes. But through the advice of a professional financial advisor, you can access products and services that help ease the burden. Charitable contributions, life insurance policies and investment products purchased through retirement plans can all be useful tools in an effective tax strategy. Working together, we will consider your personal situation and design a tax plan that fits your needs.

In addition, because we want to simplify our client’s financial lives, we also offer tax return preparation services for a separate fee. 

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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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