Investment Management + Advanced Planning
When your financial advisor earns the CFP® certification, it means he or she is trained to provide holistic and ethical financial planning in your best interest. So, with a CFP® professional, you’ll work towards financial confidence — today and tomorrow.
Matt E. Streeter, CFP®
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
At First Gunn Financial Group we assist clients in pursuing financial independence through personalized wealth management.
We focus on your goals and work with you to design a plan for wealth accumulation and preservation.
Long-term relationships that encourage open and honest communication have been the cornerstone of our success.
Over time you’ll pursue confidence in your investment and retirement strategy.
Together we can take the guesswork out of your financial future.
Our process combines my depth of investment knowledge, investment philosophy, and cutting-edge technology in order to empower fearless investing.
Want to learn more? Watch the Fearless Investor video below.
Everyone has a Risk Number - Click the Button below to find yours!
The Cost of Procrastination
Choosing a Mortgage
Perception vs. Reality
When Special Care Is Needed: The Special Needs Trust