Unique Plans for a Perfect Retirement
Gail Thiry Financial has been in business since 2013 and Gail has been in the financial industry since 1999. We offer free consultations and complimentary financial plans (approximately worth $500). We make sure that we’re always keeping in contact and meeting with our customers, it’s never just a one-time business. Our commitment to our clients is one of trust and lasts a lifetime.
Have you considered searching for an Investment or Retirement Advisor that can help you understand your current investments or savings bonds? Or do you need help planning for your financial future? The majority of people procrastinate when it comes to financial planning, because it’s difficult to understand. The investment world can be confusing place, but we take the time to explain what is in the best interest to the client for everyone’s individual circumstance. DOES ANY OF THIS SOUND FAMILIAR? Don’t feel ashamed, you are part of the majority! We are here to take the fear of working with a financial advisor away. We listen to each individual case and discuss achievable goals. No question is a dumb question. We would rather you feel comfortable and understand each portion of your investments with the feeling of satisfaction. You will walk into a warm, friendly environment without the feeling of intimidation! We strive to make our clients feel a sense of accomplishment and knowledge.
Gail started in the financial/investment industry in February 1999. She started as an assistant to three representatives, which helped her learn the operational parts of the business. After being in this position she realized her passion for helping people and became licensed to sell securities in 2001. She began working with customers in developing their financial goals and has guided customers in
- How will they pay for their child’s college & wedding?
- What do they do with their 401K when they leave their job?
- How will they retire? Do they have enough money to retire?
With this passion, Gail made the decision to open her own firm in May 2013. It was a joint venture with her daughter, Stephanie Moede. Together they have created a very warm, friendly environment where long-term relationships are valued over everything else. We listen to our customers and do our best to help them achieve whatever it is they are looking for. At Gail Thiry Financial, we specialize in investment, retirement planning, financial planning, savings bonds, stocks and more.
Our coverage area in Luxemburg, Wisconsin includes Algoma, Kewaunee, Casco, and New Franken. Contact us or call us at 920-845-5800 for more details today.