Craig Gissy is the General Partner and Senior Advisor at Gissy Investment Services, LLC, where we specialize in financial planning and investment management. We take pride in the opportunity to serve our clients and will never jeopardize their trust in us, especially when it comes to retirement planning.
Financial planning works in many facets, and each person has different needs and goals. We ask questions to get to know you and create a strategy for investment management and retirement planning that you understand, giving you the confidence that it is in your best interest.
We consider ourselves as tactical managers of money, focusing on financial planning to tailor our investment management strategies. Tactical means we may adjust the composition of a portfolio to manage risk exposure or capitalize on new opportunities. Unlike other advisory firms, we do not employ a cookie-cutter approach. We believe that each client has unique needs and goals, and therefore, our investments should reflect that individuality. While we are licensed to offer annuities, we typically don't provide them; let us explain the good, the bad, and the ugly of those options. We pay significant attention to retirement planning, particularly for retirees who need both growth and income. Our extensive experience in utilizing investments to meet our clients' income needs allows us to effectively manage held assets while continuously seeking new opportunities. For our growth-oriented clients, we concentrate on companies that are leading their industries or driving disruptions through new technologies. With my technology background, my analyses of investments have proven beneficial to my clients. We have built our reputation as down-to-earth and friendly advisors who always prioritize what is best for you.
As licensed professionals, we can utilize just about any investment that is offered on the public exchanges to enhance financial planning. What is important is to provide products for a particular purpose, know when to use them, and understand how to use them effectively in investment management. We have extensive knowledge of individual stocks, bonds, exchange-traded funds, REITs, MLPs, mutual funds, closed-end funds, and insurance products, all of which play a critical role in retirement planning.
Allow us to develop a financial planning strategy tailored to your unique situation, including investment management and retirement planning.
Whether you are focused on financial planning for growth or seeking investment management options for retirement income, we have the product knowledge and experience to assist you.
Investing in retirement planning may be the most crucial stage of your life. We have the experience and necessary tools for financial planning and investment management to develop a strategy that is in your best interest.
We understand you may have many questions about financial planning, and we value your time. Our responsibility is to assist our clients with investment management in the best manner possible. There is no obligation and no fees for us to discuss your financial needs, including retirement planning. As a fee-only based investment company, we provide a no-conflict environment. When our clients do better, so do we. That is our value proposition.
410 Sovereign CT Suite 13 Manchester, MO 63011
410 Sovereign CT Suite 13 Manchester, MO 63011
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