Whether your retirement is imminent, has already occurred, or is still many years away, you will continue to experience opportunities and challenges that require knowledgeable, experienced financial guidance.
We understand there is no one-size-fits-all approach to retirement. Each retirement is unique. At Gussick & Barnett Financial Planning, Retirement Income Planning is our primary focus. We will guide you through thoughtful conversations about your critical retirement and life decisions, to ultimately help put you on the path to pursue and live your ideal retirement.
Retirement can be complex – we will help create a clear, concise plan specific to your unique journey.
We Are a Full-Service Firm
Retirement Income Planning
We will guide you through thoughtful conversations about your critical retirement and life decisions.
Wealth Management
and Investments
Our mission is to manage your wealth prudently so you can be free to enjoy life.
Risk Management
We will help you identify, evaluate, and mitigate risks from unexpected life events such as death, disability, or illness.
Estate and Tax Planning
Estate and tax planning are not only for the ultra-high-net-worth. Every financial plan should employ strategies for tax efficiency and orderly estate transfer.
Sustainable Investing
If desired, we will align your values with investments that help generate positive social and environmental change, while still allowing you to do well financially.
Independent,
Fiduciary Advice
Gussick & Barnett Financial Planning provides financial and retirement planning advice as a FIDUCIARY*, always putting our clients' best-interest ahead of our own.
Check the background of financial professionals associated with this site on FINRA's BrokerCheck.
*In Advisory Relationships
Our Clients
We are a South Jersey-based wealth planning firm, serving a diverse mix of affluent and high-net-worth individuals and families in the Philadelphia Metropolitan Area and throughout the country. We work with clients from all walks of life, and have a special passion for providing guidance to those who are too often underserved by our industry, including surviving spouses and LGBTQ+ singles and couples.
A Refined Perspective
on Retirement
It's only natural to feel apprehensive, overwhelmed, or unsure about what your retirement might look like, and if you're on the right path. As Chinese philosopher Lao Tzu wisely said, “The journey of a thousand miles begins with one step.” Let us help you take that first step with confidence, as we guide you on the journey to your ideal retirement.
