I assist my clients in quantifying their life’s aspirations and financial responsibilities, and developing a strategy that empowers them to realize these objectives. With a lifelong plan in place, my clients have greater confidence in the future, regardless of what the markets may be doing today.
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"Word on Wall Street"
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Estate Planning Rule #1: Spouses Come First
When you think about estate planning, your children and grandchildren are probably the loved ones that initially come to mind. But for most people, the first step is usually transferring wealth from one spouse to another. We can help ensure your husband or wife lives comfortably for the remainder of his or her years before transferring the family legacy on to your heirs.
Learn more in our special report Until Death Do Us Part: Then Everything Can Change and contact us today to learn how we can help.
Financial Markets Commentary: Getting Past Greece
Greece’s call for a referendum on whether to accept its creditors’ terms has shaken markets. While a correction could play out over weeks or months we think the day will be carried by the strengthening of most of the world’s developed economies led by the U.S. Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:
Taking the Next Step
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation click on the Contact Me box.
Gary Kleinschmidt is currently registered to conduct business with residents of the following states:
AL, AR, AZ, CA, CO, FL, IA, ID, IL, IN, KS, MA, MN, NC, NY, OH, OK, PA, SC, TX, WA, WI
Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.