OPEN HOUSE: Wednesday, May 25, 2022 (1pm - 4pm)
Please plan to join us for an open house at the Guthrie Center location (413 State Street) to see our new office space, say goodbye to Vicki, and meet Casey! We will have cookies and beverages and would love to visit with you.
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Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. Here are some things you may want to keep in mind if it comes to pass.
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Products and Services
At GCSB Investment Center, we offer a variety of investment products and services to meet your short-term and long-term financial goals. Having a diversified mix of investments helps create a range of income sustaining options, growth opportunities, or both, within your portfolio. Some of our products and services include:
- Holistic Financial Plans
- Fee-Only Asset Management
- Group Retirement Plan Administration (SEP, SIMPLE, 401(k) and more)
- State & Public Employees Retirement Plans (403(b), 457/401(a))
- Retirement Savings & Planning
- Retirement Income Planning
- Social Security Analysis
- Stocks, Mutual Funds, Exchange Traded Funds (ETF’s)
- Unit Investment Trusts (UIT’s)
- Corporate Bonds
- Tax-Free Municipal Bonds
- Certificates of Deposit (CD)
- Additional Fixed Income Securities
- College Savings Plans
- Annuities
- Fixed
- Fixed Indexed
- Variable
- Alternative Investments
- Real Estate
- Oil & Gas
- Business Development Corps
- Equipment Leasing
- Life Insurance
- Long-Term Care Insurance
- Medicare Supplement Insurance
- Health Insurance
- Group Health/Vision/Dental
PLEASE NOTE: Diversification and asset allocation strategies do not assure profit or protect against loss. All investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Investors should be prepared to bear loss, including total loss of principal.