What is different about Gissy Investment Services?
Gissy Investment Services strives to help individuals, families, retirees and small businesses make improvements in their financial health. Our difference is in the time we spend with our clients. We recognize that financial planning can be a daunting, confusing task. We have the courage and passion to help each and every one of our clients with their individual situations.
Want to learn more? Call us at (636) 207-5830 to schedule a free consultation.
What to expect in your free financial consultation:
• This is your time – you talk, we listen
• Freedom to ask questions
• A welcome and comfortable feeling
• Gissy Investment Services will learn more about you and your aspirations
• We will develop action items together
What does Gissy Investment Services do to create a personalized plan?
• Consider all assets owned to obtain a complete and accurate picture
• Create a flexible plan to adjust when changes within the marketplace occur
• Provide a specific solution tailored to your time horizon, cash flow needs, objectives and risk tolerance
• Discuss the advantages and disadvantages of the proposed plan
• Review costs or fees
• Discuss your comfort level with the plan
What happens after the plan is implemented?
• Ongoing client services and communication regarding market conditions, and portfolio status to keep you educated and comfortable
• Utilize financial tools to help optimize progress to fulfill your aspirations
• Regular one-on-one appointments or as needed