Our Gate City Advisors team can help you get TO and THROUGH your retirement.
We design time-tested, individualized financial plans that will help:
- Put You in Control of Your Retirement
- Analyze Your Specific Financial “Tools”
- Optimize Your Investments
- Honor Your Human Capital
- Expedite Your Retirement Goals
You’ve been here for us. Now we’re here for you.
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Join us for a no-obligation workshop where managing partner, Sherwood Greer, will share time-tested strategies to help put you in control of your retirement.
Click Here to RSVPOur Onboarding Process
Our firm's "client-first" mentality means we're committed to understanding your unique situation as we discover, design, and deliver your personalized financial plan.
In efforts to keep you in the driver's seat, we want you to know the roadmap of our onboarding process so there are no surprises along the way. Below is our step-by-step client onboarding process:
1. Introductory Call (10-15 Minutes)
- Assess your needs and objectives
- Introduce the GCA Planning Process
- Determine if GCA may be a good fit for your financial goals
- Schedule Discovery Meeting
2. Discovery Meeting (60-90 Minutes)
- Discuss your goals and objectives in greater depth
- Explain the GCA Plan Summary
- Set a possible agenda and timeline for financial planning elements
At this point, if you determine that our team is a good fit for your financial goals, we will:
- Execute a client agreement
- Schedule your first Design Meeting
- Send you our intake questionnaire
- Collect the engagement fee (if applicable)
3. Design Meeting(s) (60-90 Minutes)
- Review client data
- Review risk management elements of financial plan
- Identify need for legal, tax, or ancillary specialists
- Review updated plan summary/progress report
- Review hypothetical retirement accumulation or income illustrations
- Discuss investment portfolio design and consolidation
- Begin or schedule implementation processes
- Schedule next meeting
4. Delivery Meeting (30-60 Minutes)
- Complete all outstanding paperwork
- Initiate online access and paperless statements
- Schedule follow-up meeting
Our Team Makes the Difference
When you partner with Gate City Advisors, you get our entire team working for you.
R. SHERWOOD GREER, CFP®, RICP®
MANAGING PARTNER
JOSEPH R. VARTANIAN
MANAGING PARTNER
KEN ANDERSON, CLU®, ChFC®
SENIOR FINANCIAL ADVISOR
JO SMITH, CFP®
DIRECTOR OF FINANCIAL PLANNING
MERCEDES CLIFTON
DIRECTOR OF OPERATIONS
DIANE LINDSEY, CFP®
DIRECTOR OF CLIENT SERVICES
LARA HOWARD
DIRECTOR OF CLIENT CARE
ROBN SORRELLS
CLIENT SERVICES ASSOCIATE
BILL GIRONE
DIRECTOR OF INSURANCE
Schedule Your No-Commitment Intro Call Today
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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://www.KestraFinancial.com/Disclosures
Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals pay a fee to be a SmartVestor Pro. Neither Dave Ramsey nor SmartVestor Pro are affiliated with Kestra IS or Kestra AS.
