Our Services

Would you sleep better at night knowing that you have a comprehensive game plan in place to ensure your family’s financial future? Whether you’re a corporate executive, successful professional or small business owner, you’ve accumulated real wealth and you want to preserve it – now and in the future.
 
If you own a business, you have an additional set of financial issues to address. Or perhaps you have a family trust, commercial or vacation real estate holdings, or newly inherited wealth. You might be grappling with the cost of college tuition or long-term care. Whatever your situation, you can depend on the Gardner Group for professional solutions and personalized advice.
 
Keys to success are:
  • Utilizing strategic asset allocation
  • Proper diversification
  • A disciplined program coupled with a comprehensive financial game plan

Comprehensive Wealth Management
In getting to know you, we’ll ask a lot of questions and gather the information we need to really understand your financial objectives – as well as your hopes and your dreams. As we work together, expect to think about areas of your financial life that you may not have considered, but know that we’ll be there to guide you in determining realistic goals and corresponding actions.
 
Together, we’ll:
  • Prioritize financial opportunities
  • Prepare a Comprehensive Wealth Management Plan for you and your loved ones
  • Explore suitable investment alternatives
  • Design and implement a personalized Investment Policy Statement
  • Make specific recommendations and implement them
  • Assist in preparing an estate plan for you
  • Review and recommend life insurance instruments to protect your family from catastrophic risk
  • Assist you in setting up a company retirement plan, such as a 401(k) or SEP-IRA, if you own a business

Investment Strategies
While wealth preservation may be your overarching objective, a successful investment strategy comprises a wide range of components and considerations. We’ll help you maximize your investment returns through a careful allocation of assets tailored to your personal risk profile. We’ll review your existing investments and recommend changes to make them consistent with your financial objectives.
 
We use a proven professional wealth management system adhering to investment philosophies and asset allocation models that maximize return and minimize risk. Our firm is continually performing due diligence on money managers and fund managers to ensure that they have the critical skills required for continued success. 
 
You can depend on us to:
  • Monitor your investments
  • Review and revise portfolios as conditions change
  • Help you determine your IRA Required Minimum Distributions
  • Guide you through difficult periods in the stock market by sharing our professional insights and historical perspective
  • Provide independent, third-party investment research
  • Handle exchanges, tenders and special stock dividends
  • Hold and warehouse stocks, bonds and other securities
  • Provide you with the cost basis of securities when necessary
  • Offer strategies for trading corporate stock options
  • Suggest alternative investment options
  • Provide online access to investment statements and other documents

Tax Planning 
While taxes are inescapable, it is possible to develop strategies that will minimize your tax liability. We are vigilant about staying informed on current tax law changes so that we can:
  • Review your tax returns with an eye to possible savings in the future
  • Reposition investments to take full advantage of tax law provisions
  • Work with your tax and legal advisors to help you meet your financial goals
  • Suggest alternatives to lower your taxes during retirement

As your financial quarterback, The Gardner Group can create and implement a comprehensive wealth management program that will serve all your needs, now and in the future.

Click here to learn more about what makes The Gardner Group special .
                                                                            
©2010 The Gardner Group. All rights reserved.