The first thing you can expect when you come to Gainer Financial is a firm handshake, a warm smile, and a promise we’ll get to know every part of your life as much or more than you think you know it yourself. This is his unique differentiation. By looking at the big picture, we may find assets you never knew you had. Or assets you never even realized were assets at all. And this discovery process is invaluable in enhancing your financial future.
Your first step is to complete your personalized “Thought Organizer.” This helps us clarify each individual client’s experience, objectives, and attitudes in everything financial. This also helps us understand your family, health, priorities, and risk control level, and how they affect your financial decisions.
You can engage our services for any number of reasons. A few examples might be:
- Full financial planning
- For a specific product or strategy
- For solutions to a personal family event
- Starting a new business as a step to building your legacy
We want to know as much as possible about who you are and why you’re here. This gives us the clarity of what you’re trying to accomplish, and why. And it makes your decision-making process easier, more focused to your needs, and more efficient. We’ll explain what you have and how it fits into what you want to accomplish. And we always provide clear, understandable, effective answers while putting your individual interests first.
What You Can Expect
It’s important to note that our mission is also our mantra. To provide the experience, knowledge, and support that will empower you to make informed decisions in your financial life. This understanding will allow you to identify and achieve your desired results with greater predictability and less stress. This is accomplished through reducing risk exposure, reducing costs, and gaining clarity into your own personality and priorities. We firmly believe that managing assets and having a long term plan can help avoid unnecessary detours in your financial life. And we are constantly inspired by the two rules of investment of our own financial hero, Warren Buffett: “Rule #1: Never lose money. Rule #2: Never forget Rule #1.”
A Holistic Approach
Your life ebbs and flows and your money follows those ebbs and flows through your life. That very aspect of how your life and your money affect each other can change your perspective of what you want to accomplish financially at any given moment in time. We provide comprehensive, dynamic financial plans and structures that allow you flexibility and control regardless of outside challenges, such as tax changes, market fluctuations, economic cycles, even personal or family health issues.
We will help you understand how money works for you, and how money alone may not always solve a money problem. We will look at your life, and will help you to assess what is disrupting the flow of money throughout your life.
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Discovering Your Hidden Assets