Our Promise to You
We start by helping you identify your goals and evaluate where you are relative to those goals.
We evaluate your options and recommend strategies to help you get you where you want to be.
We don’t stop there. We help you implement the recommendations. Then, we continually monitor your financial situation to ensure you remain on track to achieve your financial dreams.
Your goals remain the centerpiece of our recommendations and strategies.
OUR TWO SERVICE TRACK OPTIONS
Asset Management Only
Annual Performance Review
Risk Tolerance Assessment
Optimized Asset Plan
Regular Portfolio Review & Rebalancing
Manager Selection & Oversight
Required Minimum Distribution Planning
All of track 1 plus
Annual Strategy Meeting
Year-End Tactical Meeting
Retirement Income Analysis
Social Security Claiming Strategy
401k & Pension Review
Secure Vault for Financial Documents
Risk Management & Insurance Review
Check the background of your financial professional on FINRA's BrokerCheck.
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