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Our Promise to You

DISCOVER

We start by helping you identify your goals and evaluate where you are relative to those goals.

DESIGN

We evaluate your options and recommend strategies to help you get you where you want to be.

DELIVER

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 

TRACK 1

Asset Management Only


SERVICES INCLUDE:

Annual Performance Review

Risk Tolerance Assessment

Optimized Asset Plan

Regular Portfolio Review & Rebalancing

Manager Selection & Oversight

Required Minimum Distribution Planning

TRACK 2

Financial Planning 


SERVICES INCLUDE:

All of track 1 plus

Annual Strategy Meeting

Year-End Tactical Meeting

Investment Plan

Retirement Readiness

Education Funding

Tax Planning

Estate Planning

Retirement Income Analysis

Social Security Claiming Strategy

Mortgage Analysis

Paycheck Analysis

401k & Pension Review

Secure Vault for Financial Documents

Employment Benefits

Risk Management & Insurance Review 

Schedule an Appointment Today!

Call to schedule a consultation today.
We're ready to help you get to and through your retirement with ease.

Schedule an Appointment

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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