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Scope of Services 

Working with individuals and families in all stages of retirement planning, we offer a wide array of services. Our work allows our clients to strive a life of increased use and enjoyment of assets, reduced financial risks, and more flexibility and options to better adapt to the ever-changing world they live in.

Financial Planning:

  • Developing a retirement plan aligned with your needs and goals
  • Tax-efficient retirement income planning
  • Recommendations for Social Security and pension income
  • Developing a plan to help pay for your child or grandchild's education
  • Managing a plan for your estate for your lasting legacy

Wealth Management:

  • Developing an investment portfolio appropriate to your risk tolerance and individual needs
  • Ongoing monitoring of your investments
  • Regular meetings to educate and inform you on your current and future options

Estate Planning:

  • Communicating with other professionals to discuss your plan
  • Meeting with accountants and attorneys to monitor your estate plan
  • Discuss the importance of having an estate plan and viewing it holistically

Business Planning:

  • Establishing and evaluating a corporate retirement plan for your company
  • 401(k) plan management and plan participant education

Insurance:

  • Finding insurance to help protect your assets
  • Discussing the importance of life insurance
  • When you may need long-term care insurance and the implications
  • Looking at other insurance options, such as disability insurance

At Gulish & Associates, we do more than just put a client into a portfolio and manage their investments. We offer a truly consultative approach, get to know our clients on a personal level, work to understand where their motivations lie, and craft plans according to their vision of the future.

We will help you plan for the today, the long-term, and everything in between.