Bringing You One Step Closer To Financial Freedom
Achieving both short and long term goals is often a step-by-step process. It is our desire to assist you through every step and ensure you are able to achieve your financial goals. Whether you are fluent in the financial lingo or new to the process, we will begin with a free initial consultation to discuss your objectives. Once your goals have been established, we develop specific strategies on how to get you to the finish line. After the best strategies are implemented, we will continuously monitor to guarantee you are on track to achieving your goals.
Listed below are a few of the financial tools and techniques which Gaschen, Johnston, & Associates often use to help clients achieve financial success.
Services we offer include:
- Investment Management
- Financial Planning
- Retirement Strategies
- Insurance and Risk Management
If you are unsure what your next step should be – don’t worry, we are here to help guide you. With over 15 years of experience and knowledge, our team works diligently so you can feel confident about your financial future.
Building a strong investment portfolio is often more difficult than simply buying low and selling high, especially when market volatility is involved. Gaschen, Johnston, & Associates has established investment principles which aid in constructing personalized portfolios based upon your risk tolerance, time horizon, and other relevant factors.
A comprehensive financial plan gives you an overall snap shot of your financial position; allowing you to visualize where you are today and where you will be tomorrow. Obtaining this information gives the opportunity to make necessary adjustments before its too late; ensuring you are able to reach your goals. Areas which can be covered in a financial plan include: education, retirement, insurance and risk management, estate planning and more.
Two of the most common financial planning questions are: “What will my retirement look like? and “When can I retire?”. Whether your retirement is 5-, 15-, or 30- years away, it is never too early to begin planning. Because retirement income can come from so many sources, including qualified retirement plans, social security, and personal savings, we are here to assist you in the coordination of your benefits, ensuring you get the most out of your retirement.
Insurance and Risk Management
Life has a tendency of throwing unexpected curveballs that can wreck your financial plans. The utilization of insurance offers you, your family, and your business a layer of protection from these financially devastating events. We can assist you in establishing a risk management program so you will not be detoured from your long-term goals when such events occur.