Our Process


At Gunn Financial Associates we'll work closely to ensure we understand your lifestyle and financial goals, both short term and long term. Whatever your goals for retirement, we'll work our hardest to help you reach them by focusing on:

  • Determining when you can safetly retire
  • Reduce investment expenses
  • Protecting your nest egg from unfortunate events like long term care
  • Create a reliable source of income from your investments during retirement
  • Maximize your Social Security benefits
  • Reduce your income taxes through smart distributions, roth conversions and tax loss-harvesting
  • Determine the best strategies for your company retirement plans
  • Reduce your risk of running out of money during retirement

And this is just the beginning.  Our proactive planning and process empowers us to always help you improve your situation year after year to help you maximize all your financial resources.