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Gimmestad Financial Service (Minnetonka, MN)
| Ad Type: | Wanted | |
| Posted: | 2017-01-27, 04:37PM | |
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About Nancy Gimmestad Nancy Gimmestada financial planner and investment advisor since 1984, specializes in retirement planning and the supervision of investments. She helps her clients analyze where they are on the road to retirement and what they need to do to maintain financial independence without a paycheck. She then helps them develop a plan for reaching that goal. The formulation of the plan includes the selection of the best benefit options for pension plans and Social Security, a determination of the best time to retire, investment recommendations and, in some cases, exploration of options for living arrangements and/or lifestyle changes. For clients who want assistance in keeping their investments on track, she also provides investment advice and supervision. (The difference between investment supervision and investment management is that supervision involves the client in investment decisions.) Nancy works personally with each of her clients—she has no associates—and tailors her services to each unique individual.. CERTIFICATION and REGISTRATION Nancy is a Certified Financial Planner™. She is also registered with the State of Minnesota as a Registered Investment Adviser (RIA), The registration authorizes her to give investment advice and to charge a fee for that service. 612-377-4315 [email protected] http://www.gimmestadfinancial.com
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