The key to a successful financial plan is getting to know you, your needs, your goals and your values. This allows me to breakdown your financial plan into a manageable road map starting with the items most important to you.
Net Worth Analysis
Formulate your financial balance sheet
Outline specific, measurable goals
Cash Flow Management
Compare what you earn to what you spend so that we can determine what is appropriate to invest
Prioritizing your payback strategy can save you money over the long term
Employer Benefit Plan Review
Ensure you are leveraging your best options
Plan for these expenses given the aspirations you have for your family
Retirement Income Analysis
Be strategic about how much and where you pull your money from
Planning for Elder Care
Be prepared for evolving situations for yourself and your parents
Coordinate with professionals to maximize tax efficiency over time
Coordinate with professionals to verify you are adequately insured to safeguard your family
Estate, Gifting & Charity Planning
Coordinate with professionals to ensure a plan is in place that meets your legacy goals
Build portfolios and determine asset location strategies to put your money to work for you
I don’t try to beat or time the market. I believe the market is largely efficient. I make investment decisions on your behalf to build long-term, strategic, diversified portfolios aligned with your risk tolerance and goals that take cost and taxes into consideration.
Be diversified across asset classes and asset types
Investment Policy Statement
Document your investment objectives based on your goals and risk profile
Achieve long-term returns within your comfort zone
Minimize tax drag on your portfolio
If desired, connect money with your values in an ESG focused portfolio
Keeping your internal expenses low translates into return maximization for you
Gunder Wealth Management, LLC (referred to as "GWM") is a registered investment adviser offering advisory services in the States of Michigan and Illinois and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
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