Gunness Financial Services
Our Approach
At Gunness Financial Services, we approach each client’s potential in a focused, individual, and holistic manner. We learn about who you are and what makes you and your situation unique. We strive to develop long-term relationships with our clients so we can discover, understand, and address what matters most to you, now and in the future.
Custom Metal Window Screen by Fran Taubman
Understanding Our Clients
We conduct an in-depth interview with prospective clients so that we can understand them as unique individuals and families. And we think hard about our clients so that we can provide insights and advice that are relevant and true. Your whole life can’t be described in a chart or a graph, and your financial picture needs to be more than just a data model. At Gunness Financial, our work together begins with a personal commitment to family wealth management.
Find out how to start planning
with Gunness Financial Services.
Custom gate by Fran Taubman
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.