FOR DISCERNING CLIENTS

PROVIDING CUSTOMIZED SERVICES

“It all starts with a conversation which leads to a lifetime of deepening relationships, asking questions and seeking answers”

If you're like most people, you start with a question or two about your current financial situation:

Am I saving enough, will my money last, am I choosing investments wisely?

What our clients discover is that when we gather information and ask questions, there’s a lot more under the surface that drives you and much of that can change over time. In other words, financial planning isn’t calculating numbers and adding up all the dollar signs in a snapshot of time. Planning is about understanding what matters most today while preparing for the life of the future person you will become.

Purpose has always been the core of the advice-driven process at Gute Financial Services. More wealth isn’t the goal–the lifestyle, values and independence your wealth provides you is. Understanding that fundamental difference helps us to be focused and clear in designing personal strategies for you to guide you across your financial bridge with confidence.

TEAM

MEET OUR TEAM

We believe sound planning serves as the foundation for financial well-being and requires certain steps and measures to be implemented from the start. Additionally, we need to look ahead to prepare for the obstacles as well as the opportunities that can either impede or enhance the lifestyle we seek to enjoy.
No matter how far you are on your journey, we help you explore what you’ve accomplished—how solid is your foundation—and identify what action steps you need to consider now and several years from today to fulfill your goals and to maintain your lifestyle.

Peter J. Gutekunst, CFP®

FINANCIAL PLANNER
pete

Megan Getz

CLIENT SERVICES ASSOCIATE
megan