Our Approach

OUR APPROACH

We want to get to know you and work along side you as you start or continue your journey of pursuing Financial Independence. Your initial meeting with us is only the beginning of your journey towards wealth accumulation, management and preservation of your assets.

We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you.

Why Choose First Gunn Financial Group?

When you meet with us, here’s what you can expect:

Establish Your Financial Objectives

You talk. We listen. Together we help clarify your financial goals and how best to strive towards them.

Analyze Your Investment Strategy

We evaluate your current investment strategy and work with you to create a path to reach your long term financial goals.

Discuss Your Possibilities

It’s important for you to understand and be comfortable with your goals and investment strategy. Things change and when they do we aim to be ready to help navigate you through.

Review Your Plan

We monitor and evaluate your plan, schedule meetings to review and discuss, and make appropriate recommendations, to help you continue pursuing your financial goals.

Financial Experience

We have experience in wealth management providing independent advice and comprehensive strategies that have your best interests in mind.

Excellent Customer Service

You can count on our professionalism and personalized service, which have earned us the trust and confidence of many individuals, families and businesses in our community.

Long-Term Commitment

We are committed to seeing you thrive during your retirement years.

Footprints Poem

"This Poem has been on my desk from Day 1 of my career, and has been a great reminder during life's ups and downs."

Matt E. Streeter, CFP^®

One night a man had a dream. He dreamed he was walking along the beach with the Lord. Across the sky flashed scenes from his life. For each scene, he noticed two sets of footprints in the sand; one belonging to him, and the other to the Lord.

When the last scene of his life flashed before him, he looked back at the footprints in the sand. He noticed that at many times along the path of his life there was only one set of footprints. He also noticed that it happened at the very lowest and saddest times in his life.

This really bothered him and he questioned the lord about it. "Lord, you said that once I decided to follow you, you'd walk with me all the way. But I have noticed that during the most troublesome times in my life, there is only one set of footprints. I don't understand why when I needed you most you would leave me."

The Lord replied, "My precious child, I love you and would never leave you. During your times of trial and suffering, when you see only one set of footprints, it was then that I carried you."

Author - Margaret Fishback Powers