About our Clients
SERVING THOSE WHO ARE APPROACHING RETIREMENT, IN TRANSITION, AND IN SPECIFIC NEED
Gary Reese believes that everyone -- whether it’s a family, individual, business, church, or charitable organization – deserves the opportunity to review their financial situation with a skilled financial adviser. With a commitment to coming alongside and helping, Gary provides comprehensive financial services to clients in over 10 states including Ohio ,Idaho, Indiana, Kentucky, Michigan, Mississippi, Pennsylvania, Virginia, West Virginia, and Wisconsin.
Gary’s clients include:
1) Those in a pre-retirement phase of life (age 50-65), with a passion to be good stewards and a desire to finish well. They are accumulating assets through employment, inheritance, savings, or death of a spouse. They want to know that they will have sufficient income in retirement and are ready to listen.
2) Those in a specific critical need situation such as death of a family member, retirement, inheritance, or any other major transition time. These clients have often been referred by existing clients.
3) Those in retirement (65-85 yr) and at a critical stage in their life (retirement, death, call to ministry), with a passion to be good stewards and a desire to finish well. They have accumulated substantial assets through inheritance, savings, or death of a spouse. They recognize their need for wise counsel because they do not have time to recover from financial mistakes. They are ready to listen.
4) Those who are younger (25-49) and in transition such as inheritance, job change, or call to ministry. They have a passion to be good stewards and to plan for the future. They are ready to listen.