Build a Financial Future You Can Feel Good About
Guiding you TO and THROUGH retirement, at every stage of life.
Free Resources to Help Steer Your Financial Journey
Start a Conversation Your Family Will Be Grateful You Had
Our free Family Financial Conversation Guide and Financial Snapshot Template helps you talk with your loved ones about your financial wishes, estate plans, and the legacy you hope to leave. Because the best time to have these conversations is before a crisis.
Help Your Teen Grow Confident with Money
Our Teen Financial Guide includes practical printables, conversation starters, and real-life lessons to help teens understand budgeting, saving, and smart spending—so they can build strong habits for life.
Navigate a Layoff with Clarity
Facing a layoff can be overwhelming, but you don’t have to go through it alone. Our Still on Track practical guide provides clear, actionable steps to help you understand your options, manage your finances, and plan your next move with confidence. Whether it’s negotiating severance, accessing benefits, or exploring new opportunities, this resource equips you to navigate uncertainty and secure your financial future.
The Retirement Income Toolkit is your practical guide to turning savings into sustainable income. Written by our managing partner, R. Sherwood Greer, this easy-to-understand resource walks you through the key decisions every retiree must make—like when to claim Social Security, how to minimize taxes, and how to build a dependable income stream that lasts. Whether you’re approaching retirement or already there, this book will help you retire with clarity and confidence.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures