Gentian Financial

Gentian Financial is a leading wealth management firm dedicated to serving families, individuals, and businesses. Our mission is to help our clients redefine retirement and embark on this new chapter as a period of growth, enjoyment, and prosperity. We believe in the power of financial resources as a tool for positive change, and we are committed to providing our clients with the best possible strategies for managing their wealth.

Our team is made up of experienced professionals who are passionate about what they do. We understand that every client is unique, and we take the time to get to know them and their financial goals. Whether you are nearing retirement or you are already there, you need a retirement specialist who understands how generating cash in retirement is different than just owning a diversified portfolio that grows over time. Our team is designed to navigate the landscape of possible investments and strategies needed to extend your savings and allow your True Wealth Goals to be realized.

At Gentian Financial, we believe that retirement planning is about more than just numbers. It's about purpose, meaning, and having enough things to live for. We help our clients redefine retirement and challenge their thinking on traditional retirement frameworks. Our videos and resources provide practical applications for rewiring your purpose in retirement and living a life that is fulfilling and meaningful.

Services

As a comprehensive wealth management firm, Gentian Financial offers a wide range of services to our clients. These include:

• Retirement Planning: Our team specializes in retirement planning and can help you navigate the complex landscape of investments and strategies needed to extend your savings and allow your True Wealth Goals to be realized.
• Financial Planning: We work with our clients to create customized financial plans that take into account their unique goals, risk tolerance, and time horizon.
• Investment Management: Our investment management services are designed to help our clients grow and preserve their wealth. We use a disciplined investment approach that is based on rigorous research and a deep understanding of the markets.
• Tax Planning: We help our clients minimize their tax liability and maximize their after-tax returns.
• Estate Planning: We work with our clients to develop estate plans that protect their wealth and ensure that it is passed on to their heirs in the most efficient way possible.
• Charitable Giving: We help our clients develop charitable giving strategies that align with their values and financial goals.

Who We Serve

At Gentian Financial, we work with a diverse range of clients, including:

• Retirees: We help our retiree clients navigate the complexities of retirement and create customized plans that allow them to live the life they want.
• Pre-Retirees: We work with pre-retirees to help them plan for the future and ensure that they are on track to meet their retirement goals.
• Business Owners: We help business owners manage their wealth and plan for the future.
• Affluent Families: We work with affluent families to help them grow and preserve their wealth for future generations.
• Corporate Executives: We help corporate executives manage their stock options, restricted stock, and other executive compensation benefits.