Small Business Planning

We understand.

At Gunness Financial Services, we seek to understand the needs and challenges of small business owners. Whether you are establishing a new business, expanding a current enterprise, struggling to survive, or ready to thrive, our advisors can assist you.

“Floating Signifier No. 2” by Victoria Faust

Advising

With a trusted financial professional guiding and supporting you, you can become more capable and confident dealing with the economic challenges and opportunities of your business.

We help small business clients with analyses about the following services:

• Budgeting
• Cash Flow
• Compensation
• Retirement Plans

Retirement Services

For you, it’s simple; you value your employees. But finding, setting up, and administering a company retirement plan is a little more complicated. We’ve helped companies navigate their options, find alternatives, and put them in place. If your company is thriving and you’re considering a retirement plan for your employees, we can help.

Consider your insurance needs with the help of Gunness Financial Services.

“Floating Signifier No. 5” by Victoria Faust

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.

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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.     

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Risk Insurance and Management

We help clients understand and purchase insurance if it makes sense for their situation.

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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.

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