Call Us: 770.353.6400

SERVICES

Managing your finances doesn’t have to be stressful.

WE PROVIDE STRATEGIC COLLABORATION AND PERSONALIZED SUPPORT:

FOR INDIVIDUALS

We uncover your distinct financial situation and design a highly customized, integrated wealth management strategy:

  • Investment Consulting
  • Advanced Portfolio and Investment Analytics
  • Advanced Estate Planning
  • Trust Services
  • Insurance Planning

FOR BUSINESSES

We offer a full range of financial consulting services specifically tailored to help you grow and manage your business:

  • Attract and Retain Employees
  • Plan for Business Succession
  • Manage Short-Term Cash
  • Build and Protect Personal Wealth
  • Manage Personal and Business Taxes

FOR INSTITUTIONS

We provide unbiased advice that incorporates a wide array of tactics to position you to best pursue your organization’s financial goals:

  • Investment Policy Development
  • Asset Allocation
  • Executive Compensation Arrangements
  • Performance Monitoring

What’s the most important piece of a jigsaw puzzle?Hint: it’s not the corner piece.

Most people respond by saying the corners, while some folks describe finding solid-colored or obvious picture pieces first.

However, we think the most important part of a jigsaw puzzle is the picture on the front of the box. Without a complete picture, you have no idea where the pieces go.

We tell clients the reason we ask so many questions about their financial life is so we can create a complete picture and begin working to solve the puzzle together.

At Gaynes Financial Services, we take the time to understand what the financial picture on the front of your box looks like.

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CONTACT US TODAY
TO TALK ABOUT YOUR FINANCIAL FUTURE.

We strive to help create enjoyable investment experiences for our clients.770.353.6400