Certified Financial Planning for Every Stage of Life
Helping You Grow & Protect Your Wealth with Confidence
Gene Gorrell, CFP®
Gene Gorrell, CFP® began his professional years as a design engineer, not very common for a CERTIFIED FINANCIAL PLANNER®. His analytical personality trait, inherited from his father, also an engineer, along with his curiosity and a growing passion for investing, led him to go back to college in 2013, and study financial planning.
Our Services
GROWING YOUR WEALTH
Invest with confidence using research-backed strategies.
ACHIEVING YOUR GOALS
Customized financial planning to help you reach short-term and long-term objectives.
RETIREMENT PLANNING
Plan for a secure and stress-free retirement, no matter where you are on the process.
ASSET
PROTECTION
Safeguard your wealth against risks with strategic planning.
Who We Serve
YOUNG PROFESSIONALS
(Yo Pros)
Start building wealth early and create strong financial habits.
MID CAREER INVESTORS
Maximize your earning years and solidify your future security.
ADVANCED CAREER INVESTORS
Prepare for retirement with strategic planning.
LIVING IN RETIREMENT
Ensure your wealth lasts a lifetime and beyond.
Let’s work together to create a financial plan that works for you.
Address:
475 Hartwig Blvd
Ste 200
Johnson Creek, WI 53038