Plan for your financial future with Gate City Financial Planning! Through LPL Financial, Gate City Financial Planning can assist you with strategies for investments, retirement, college funding, insurance, and more.
Our Financial Planners follow a six-step process to guide you through the process of setting and addressing, pursuing, and working toward your financial goals.
Establish a Relationship with a Gate City Financial Planning Professional
Meet with a LPL Financial Planner to discuss financial planning services.
Gather Data and Develop Financial Goals
Gather necessary documents to help assess your current financial situation. Personal and financial goals, including timeframes and comfort level when it comes to financial risks, will be discussed.
Analyze and Evaluate Financial Status
Review all aspects of your situation and determine what you need to do to meet your goals. Your assets, liabilities and cash flow, current insurance coverage, investments, or tax strategies may be analyzed.
Review Financial Planners Recommendations
Review financial recommendation by financial planner. Rationale will be provided to make informed decisions. Discuss any concerns and revise recommendations, if necessary.
Development and Implementation of your Financial Plan
Discuss how the recommendations will be carried out. The Financial Planner may carry out the recommendations or serve as your coach to coordinate the process with you.
Determine who will monitor your plan, annually review, and adjust recommendations as your goals, timeframes, or circumstances change.
Financial Planning Services
Representatives at Gate City Financial Planning provide professional advice and a full variety of financial services, including:
- Portfolio Evaluation
- Investment Planning
- Retirement Planning
- College Funding
Fixed Income Investments:
- Municipal Bonds
- Unit Investment Trusts
- Government Securities
- Corporate Bonds
- Fixed Annuities
- Mutual Funds
- Common Stock
- Preferred Stock
- Variable Annuities
- Life Insurance
- Disability Insurance
- Long Term Care Insurance