770-353-6350

Services

WE FOCUS OUR ATTENTION ON YOUR NEEDS

We offer our expertise and focused attention to clients who wish managing their financial life was simpler.

What if you could focus more time and energy on your personal goals because you knew your finances were well-managed?

Would you sleep better at night knowing there was someone you could call for answers to any financial question?

How valuable is it to you to work with a financial advisor who understands a broad range of financial disciplines?

If you had complex financial concepts explained to you in simple terms, could you make decisions with more confidence and clarity?

In a word, yes.

1) What if you could focus more time and energy on your personal goals because you knew your finances were well-managed?

Knowing you have a strategic plan in place that is 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.

2) Would you sleep better at night knowing there was someone you could call for answers to any financial question?

We want to be who you call first. 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. Concerned about helping your aging parents manage their money, or considering a big-ticket purchase? Give us a call.

3) How valuable is it to you to work with a financial advisor who understands a broad range of financial disciplines?

The average person has 8-10 different financial people in their life providing advice. It’s hard enough to find one person you trust much less 8-10! The Gaynes Financial Services team understand not only investments, but taxes, estate planning, insurance coverages, group benefits, and financial planning.

4) If you had complex financial concepts explained to you in simple terms, could you make decisions with more confidence and clarity?

In a word, yes. Our goal is to help you become financially smarter with each passing year. We believe the more you know, the more you grow. Financial literacy is a wonderful legacy to leave behind.

Who We Work With

INDIVIDUALS & FAMILIES

As the financial custodian for yourself and your family, there’s a lot on you. We uncover your distinct financial situation and design a customized, integrated financial plan.

BUSINESSES

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.

INSTITUTIONS

As an executive or board member, you must lead strategically. We provide guidance that incorporates a wide array of tactics to position you to best pursue your organization’s financial goals.

What We Offer

FOR INDIVIDUALS & FAMILIES

  • Investment Consulting
  • Advanced Portfolio and Investment Analytics
  • Advanced Estate Planning
  • Elderly Care Support & Planning
  • Trust Services
  • Insurance Planning

FOR BUSINESSES

  • Business Value Enhancement Strategies
  • Employees Attraction and Retention
  • Business Succession Planning
  • Short-Term Cash Management
  • Personal Wealth Building and Protection
  • Business and Personal Tax Management

FOR INSTITUTIONS

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

Make your financial life less stressful.

Focus on what matters most to you.
Call us today at 770-363-6350