At First Gunn Financial Group, we believe that pursuing your financial independence is an ongoing process. Our initial meeting is only the start of a personalized strategy that will be consistently monitored, assessed and adjusted to ensure that your changing needs are met.
When you meet with us, here’s what you can expect:
Establish Your Financial Objectives
You talk. We listen. Together we clarify your financial goals and how best to achieve them.
Analyze Your Financial Plan
We evaluate your current financial picture and work toward creating a diversified portfolio that takes advantage of a wide range of investment opportunities.
Discuss Your Possibilities
It’s important for you to understand and be comfortable with your investment strategy. Once you decide which investments work for your particular needs, we strategically put the plan into action.
Review Your Plan’s Performance
We closely monitor and evaluate your personalized plan, schedule regular meetings to review and discuss your plan’s performance, and make appropriate recommendations, as needed, to help you attain your goals.