Empowerment on Your Path to Financial Independence.
The groundwork begins with a plan and a partner. At Gunness Financial Services, we focus on the heart of the matter so our clients can pursue all that matters most to them. Whether you are establishing roots for financial independence, seeking greater financial stability, or growing and managing family wealth, our work together begins with a personal and comprehensive financial plan.
“Someone is sitting
in the shade today because
someone planted
a tree a long time ago.”
— Warren Buffett
Competent and Caring Advice
Our team is competent and caring. The combination of these attributes is what makes the Gunness Financial Services team distinctive. Building deep and genuine relationships with our clients is fundamental to our shared success.
Holistic Financial Planning
We seek to know our clients and see them for who they truly are. The Gunness Financial Services team approaches each client’s financial potential in an individual and holistic manner. Working in partnership, with mutual respect and ambition, we empower you to take ownership of your financial life.
Financial Planning
We will focus on you and seek to understand your unique goals, concerns, and circumstances and create a plan that works for you.
Investment Management
We work to construct for you — with your input and collaboration — an investment portfolio that seeks to manage your risk/return comfort level.
Risk Insurance and Management
We help clients understand and purchase insurance if it makes sense for their situation.
Small Business Planning
With a trusted partner guiding and supporting you, you can be more capable and confident facing the economic challenges and opportunities of your business.
“Pathways” by Pete Hocking
what’s on our mind
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