Personal Financial Advice that’s Just that: Personal
We treat you like family at Gantt Financial Advisors
At Gantt Financial Advisors, we want our clients to call on us for any financial question or need you have. We are here to serve you and be the resource you need to make smart financial choices as you go through life. No matter is too big or too small.
Who We Serve
Our clients are like family to us. Therefore, we treat you like our mother, sister, uncle, and brother. We’re here for you when life happens and you need financial advice you can depend on. Many of our clients are:
- Pre and post retirees seeking to move qualified assets from employer plans
- Educators and members of the religious and non-profit community
- Small business owners
- Those who have received an inheritance and need investment advice
- Individuals and families who need personal financial planning
- Professionals seeking to delegate financial and investment decisions
- Divorcees, widows, and widowers needing to restructure their financial life after the loss of a marriage or spouse
We are your personal financial confidant who has the knowledge and skills to guide you through the complex areas of personal finance. We design a financial plan that helps illuminate the way to financial independence, and we are willing to coordinate with your other financial professionals to help you take the necessary actions to reach and sustain your financial goals.
The Value of Working with Gantt Financial Advisors
As our client, you receive personalized and objective financial advice from us. At Gantt Financial Advisors, we uphold the fiduciary standard at all times in order to ensure you always receive financial advice that is in your best interest. We are always only a phone call away. Periodic review and adjustment of your financial plan is a normal part of our client experience.
In addition to financial planning and personalized investment strategies, we take the time to listen, monitor, and coach you along the way. It’s not enough that we understand your finances. We want you to feel comfortable and confident in the financial decisions you make.
As a client, you can expect:
- Honesty and integrity in every relationship
- Personalized investment strategy
- Ongoing communication and financial coaching
- Proactive service that helps you reach your financial goals
- Ongoing accountability and oversight of your investment performance
- Collaboration with your other trusted financial professionals
- Our availability to you when you need us