Broker Check

PO Box 834, Northfield, NJ 08225

(609) 400-4764
pgeubtner@gwnsecurities.com
Client Login

IS YOUR FINANCIAL HOUSE IN ORDER

Is Your Financial House
In Order?

Is Your Financial House
In Order?

Is Your Financial House
In Order?

WELCOME to our website, a source of educational tools to help you get and keep your financial house in order. We hope your site visit will help you understand the opportunities and potential rewards available when you take a proactive approach to planning your financial future.

We have created this site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We appreciate your visit. Be sure to add our site to your list of "favorites" in your Internet browser - to login to your account, readily access information and/or stay current on industry developments.

Our Clientele:

  • How good would it feel to know that all your financial goals are on track?

At Geubtner Advisors & Associate, we are the partners to help review your financial goals and develop a plan to achieve them.

We will take a straight-forward, pragmatic planning process of pursuing your life goals through the proper management of your resources.

Life goals can include buying a home, saving for your child’s education, planning for retirement, or leaving a legacy.

                  Our primary focus is in three distinct planning areas:

Retirees
RETIREES
Small Business
SMALL BUSINESS
School Teacher, Public-Municipal Employees
SCHOOL TEACHERS, PUBLIC-MUNICIPAL EMPLOYEES

Having your financial house in order starts with knowing which investments and insurance you have, those you need to establish and those you should build upon.  

Our process involves gathering relevant financial information, setting life goals, examining your current resources, and developing a plan for you to work toward your goals given your current situation and future. We partner with you to create a financial path and plan that meet your personal needs.  We are determined to do whatever we can to take financial concerns off your plate.

If you are interested in reviewing your current plan or need help envisioning the assets and insurances generally needed for a comfortable retirement, please call, email or schedule a Zoom meeting here on this website.

Getting your "Financial House" in Order

Getting your "Financial House" in Order

If you are not sure where to begin, here are some resources to consider:

  • What is a Financial House?
  • Steps to Get Your Financial House In Order
  • Storing Your Financial Documents
  • Protecting Your Financial House
  • Why a Financial House Cleanup is Important to Everyone?
Lets Have a Virtual Cup of Coffee

Lets Have a Virtual Cup of Coffee

We are all painfully aware that we are living in a very different world these days. However, we must adapt and move forward. We must find solid footing in the new
normal. We are dealing with a changed meeting environment where providing accessibility, open, honest, and intentional listening needs to happen in a technologically enhanced environment.

Regardless, we are here for you and want to stay in constant communication.

Let’s have a cup of coffee together!

Use the scheduling function below to set up time to chat, we are looking forward to hearing from you!

Let's Get Started