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Wealth Management Designed Specifically for You

Our Approach

Financial Independence

Financial Independence doesn’t happen overnight; it’s an ongoing process.  So your initial meeting with us is just the start of a long-term personalized strategy that we monitor, assess, and adjust to ensure that your changing needs are met.

If you’re unfamiliar with financial planning, don’t worry.  Over time, as we work together to help you pursue your goals, you’ll gain confidence in your investment and retirement strategy.

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About Us

At First Gunn Financial Group we assist clients in pursuing financial independence through personalized wealth management.  We focus on each client’s specific goals and design a plan for wealth accumulation and preservation.

About Us

Are you an 81 or a 17?

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

Together we can take the guesswork out of your financial future.

Start Investing for Your Future Today

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology.  31% of non-retirees have no retirement savings or pension according to the Fed 2015 Report on the Economic Well-Being of U.S. Households. That doesn't have to be you!
START INVESTING TODAY. Sign up for the Guided Wealth Portfolios automated investment platform now to start planning for your future.


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