Gebhardt Financial

How much money do I need to save to retire? Can I retire early? What is the best way to save money for retirement? When should I start saving? How do I save for my kids college? My Mom/Dad passed away, can I invest the money I inherit? These are just a few of the questions I'm asked regularly. If you have these or other questions, we are here to help you navigate today's complex financial maze.

Why did you decide to join the Wisconsin LGBT Chamber?
We understand that each individual has their own unique circumstances. Being part of the LGBT community we understand some of the challenges that individuals/couples/families may encounter. Not everyone is completely "out" and may feel a greater comfort level when speaking with a Financial Professional that is also part of the LGBT community.

What do you enjoy most about what you do?
Many people think they should know all about this financial "stuff" and are embarrassed to ask questions. I love working with and teaching people about their finances to help them make better informed decisions.

How would you like people to remember you and your company?
That we took the time and helped them.

What's the best piece of business advice you've ever been given?
Always treat people as if they are your #1 clients, some day they just might be!

What do you enjoy most about being a member of the Wisconsin LGBT Chamber?
The networking! I love meeting new people and hearing their stories.

 

Learn more today at http://www.gebhardtfinancial.com.

footer-logo-icon
Copyright © 2024

Wisconsin LGBT Chamber of Commerce

5027 W North Avenue
Milwaukee, WI 53208