OUR SERVICES
We Focus Our Attention On Your Needs
We offer our expertise and focused attention to clients who wish managing their financial life were simpler.
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What if you could focus more time and energy on your personal goals because you knew your finances were well-managed? Knowing that you have a strategic plan in place, managed by your financial team, frees up your time to pursue interests outside of everyday business and financial management. That trip you didn’t think you had time to take? Book it.
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Would you sleep better at night knowing there was someone you could call for answers to any financial question? Your goals and objectives are our priority, and we welcome the opportunity to talk things out when you think they may impact your financial plan. Are you concerned about helping your aging parents manage their money or considering a big-ticket purchase?
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How valuable is it to you to work with a financial advisor who understands a broad range of financial disciplines? The Gaynes Financial Services team understand not only investments, but taxes, estate planning, insurance coverages, group benefits, and financial planning.
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Access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial
Explore our services
For Individuals
& Families
As the financial custodian for yourself and your family, there’s a lot on your plate. We will uncover your distinct financial situation and design a customized, integrated financial plan.
- Investment Consulting
- Advanced Portfolio and Investment
- Analytics
- Advanced Estate Planning
- Elderly Care Support & Planning
- Trust Services
- Insurance Planning
business
As a business owner, you’re responsible for the bottom line. We offer a full range of financial consulting services specifically tailored to help you grow and manage your business.
- Business Value Enhancement Strategies
- Employees Attraction and Retention
- Business Succession Planning
- Short-Term Cash Management
- Personal Wealth Building and Protection
- Business and Personal Tax Planning
Institutions
As an executive or board member, you must lead strategically. We provide guidance that encompasses a broad range of tactics to position you to best pursue your organization’s financial goals.
- Investment Policy Development
- Asset Allocation
- Executive Compensation
Arrangements - Performance Monitoring
WE FOCUS OUR ATTENTION ON YOUR NEEDS
