Retirement Income Planning
Retirement Income Planning is our primary focus at Gussick & Barnett Financial Planning. Whether your retirement has already occurred, is quickly approaching, or is still many years away, we can offer you a fresh perspective on your planning approach. We will guide you through thoughtful conversations about your critical retirement decisions, and ultimately help put you on the path to pursue your ideal retirement.
Wealth Management and Investments
Our mission is to manage your wealth prudently, so you can be free to enjoy life. Our Investment and Wealth Management approach is directly integrated with your Retirement Income Planning. At Gussick & Barnett Financial Planning, our objective is to provide strategies that are customized to help achieve your unique goals. Our financial planning advice is ongoing, and focused on accumulating and distributing your assets most efficiently.
While we all hope our lives follow a certain path, too often life may present us with an unexpected obstacle or two along the way. At Gussick & Barnett Financial Planning, helping you identify, evaluate, and mitigate risks that may arise from unexpected life events such as death, disability, or illness is how we define Risk Management. Protecting you and your loved ones is always a top priority.
Estate and Tax Planning
Every financial plan should employ strategies for both tax efficiency and for simplifying the transfer of your wealth to your chosen beneficiaries. Estate and tax planning are not only for the ultra-high-net-worth. In collaboration with your tax and legal advisors, we will help identify and clarify your goals, and outline the appropriate steps needed to ensure your estate and tax plans align with your unique objectives.
Sustainable or Socially Responsible Investing considers a company's commitment to corporate social responsibility or the duty to positively serve society as a whole. By incorporating Environmental, Social and Governance (ESG) guidelines, if desired, we will align your values with investments that help generate positive impact and change while still allowing you to do well financially.
*Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.