Your Financial Future is in Good Hands
Our financial investment advisors are available to help you plan for your financial future. Our wealth management program at GBE works with you to protect your assets and help you make money as you prepare for the future. Our wealth management services include:
- Personal Financial Planning
- Retirement Planning
- Social Security Planning
- Traditional IRA, Roth IRA, Simple IRA
- Simplified Employee Pension
- 401k, 403b Retirement Plans
- Retirement Plan Rollover
- 529 College Savings Plans
Retirement Planning and Social Security Planning
Preparing for retirement is important to your financial future. Many employers offer a retirement plan or benefits that need your attention. For many people, retirement plans can be confusing. Having a certified public accountant as your investment advisor can help make your retirement decisions a little easier. We have experience working with 401ks, 403bs, IRAs, and other retirement plans. Did you change jobs recently? Don’t forget about rolling over your retirement plan into your Traditional IRA! Contact us for details.!
If you’re close to retirement, also ask us about your social security benefits. Understanding your benefits and protections can help you plan for your financial future. You will want to know about the full benefits of social security and when you should collect your social security to see the best financial yields and benefits.
Top 10 Advantages of Wealth Management with GBE
1: Academic Nobel Prize-Winning Investment Approach from Dimensional Fund Advisor | DFA is a high-performer in the globally-competitive mutual fund market.
2: Access to Institution No-Load Passive Asset Class Funds | Our firm doesn’t charge a 5.75% front-load when you buy the fund. For every dollar you invest, we’re starting at a 5.00%–5.75% advantage over other fund companies!
3: Fully-Diversified | Unlike many financial advisors, we construct fully-diversified financial portfolios. Ninety-four percent of investment results come from the asset class selection and not market timing or security selection.
4: Account Rebalancing | At the end of the quarter we’ll rebalance your account back to your original allocation for each asset class to ensure you are constantly buying low and selling high. There is no fee for rebalancing.
5: Income Taxes to a Minimum | As you start to invest into a regular account outside of your IRA, our portfolio will help avoid taxable gains and interest so you get to keep more of your money.
6: Tax-Efficient Focus | It doesn’t hurt to have a CPA as your investment advisor to provide valuable tax and estate-planning ideas.
7: Minimal Fees and Never Locked In | We have no front-end loads or commissions, no A shares, no back-end loads or surrender fees, and no 12b1 marketing fees.
8: Fee-only Investment Management | You won’t see a lot of buying or selling because we don’t make commission. Our fee is based on your asset value, so we make money when you make more money!
9: Trusted Advisor, Regular Communication, State-of-the-Art Reporting | No one will be more dedicated to your family’s financial future than our investment advisors.
10: Performance | Disciplined investing can help you out-perform the average investor. Our investment advice and recommendations will help you design a portfolio suitable to your needs.
Investments provided through Wealth Management LLC, a Nebraska LLC, Registered Investment Advisor.
Gabriel, Burger & Else, CPA, PC (GBE) is affiliated with several other businesses including Horizon Financial Management, Inc, Retirement Plan Consultants LLC, and Wealth Management LLC (referred to as “affiliates”).
While GBE is a CPA firm, licensed in Nebraska and regulated by the Nebraska Board of Public Accountancy, the services you may receive from affiliates are not provided by a licensed CPA firm and are not regulated by the same board. There may be overlapping services with the CPA firm, therefore, if you are uncertain which entity is providing the services, you should ask for clarification from the individual providing such service.
TD Ameritrade, Inc. is one of the firms we use to custody our client assets. TD Ameritrade and Wealth Management LLC are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.