gaugertfinancial.com

Gaugert Financial | "A team approach to creating a financial strategy customized to your needs."

By preserving and managing the wealth you have worked to aquire. For the couple building a retirement plan . the parent starting a college fund . the small company planning to start a matching savings plan . the executive with money to manage but no time to do it . Gaugert Financial is here for you. For nearly 25 years we have helped make a difference in people's lives. Let us play a role in living out your dream. A team approach to creating a financial strategy customized to your needs.". Advisory servi...

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CONTACTS AT GAUGERTFINANCIAL.COM

DAN GAUGERT

525 E●●●●●ES ST

RA●●GH , NC, 27601

US

1.91●●●●4111

DG●●●●●●@BELLSOUTH.NET

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DAN GAUGERT

525 E●●●●●ES ST

RA●●GH , NC, 27601

US

1.91●●●●4111

DG●●●●●●@BELLSOUTH.NET

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DAN GAUGERT

525 E●●●●●ES ST

RA●●GH , NC, 27601

US

1.91●●●●4111

DG●●●●●●@BELLSOUTH.NET

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Gaugert Financial | "A team approach to creating a financial strategy customized to your needs." | gaugertfinancial.com Reviews

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By preserving and managing the wealth you have worked to aquire. For the couple building a retirement plan . the parent starting a college fund . the small company planning to start a matching savings plan . the executive with money to manage but no time to do it . Gaugert Financial is here for you. For nearly 25 years we have helped make a difference in people's lives. Let us play a role in living out your dream. A team approach to creating a financial strategy customized to your needs.. Advisory servi...

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1 about dan gaugert

2 articles

3 financial calculators

4 direct investing

5 college funding

6 trading

7 risk management

8 managed money

9 estate planning

10 managing portfolios

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Gaugert Financial | "A team approach to creating a financial strategy customized to your needs." | gaugertfinancial.com Reviews

https://gaugertfinancial.com

By preserving and managing the wealth you have worked to aquire. For the couple building a retirement plan . the parent starting a college fund . the small company planning to start a matching savings plan . the executive with money to manage but no time to do it . Gaugert Financial is here for you. For nearly 25 years we have helped make a difference in people's lives. Let us play a role in living out your dream. A team approach to creating a financial strategy customized to your needs.". Advisory servi...

INTERNAL PAGES

gaugertfinancial.com

1

Managed Money

http://www.gaugertfinancial.com/about-managed-money.php

Financial Planning and Managed Money. Since 1991 Gaugert Financial has teamed up with Capital Advisers, Inc. in Raleigh. They target $250,000 plus accounts which can range from individual/joint accounts, IRA and IRA Rollovers, trustee directed retirement plans, company asset management, Section 529 plans, and custodial accounts. Our focus is to manage money in a no load, no commission environment. Instead we charge an advisory fee with assets held at Charles Schwab as custodian. 525 East Jones Street.

2

401(k)/Pension Plans

http://www.gaugertfinancial.com/about-401k-pension-plans.php

Companies of 25-75 employees and a million or more in assets. 401k retirement savings plan allows a worker to save for retirement, and have the savings invested while deferring current income taxes on the saved money and earnings until withdrawal. This type of plan is also known as a "traditional" 401(k). 525 East Jones Street. Raleigh, NC 27601-1137. Fax: (919) 863-2342 Attn: Kasner. Your Request has been sent! Member FINRA/SIPC - FINRA Broker Check.

3

Employer 401(k)/Pension Plans

http://www.gaugertfinancial.com/employer-401k-pension-plans.php

Plans and Plan Analysis. 525 East Jones Street. Raleigh, NC 27601-1137. Fax: (919) 863-2342 Attn: Kasner. Your Request has been sent! Your request has been recieved and Dan will respond shortly. If you are in need of immediate assistance feel free to call Dan directly on his office phone at (919) 863-4111 or call his cell phone at (919) 219-5379. Securities offered through Capital Investment Group, Inc. 100 East Six Forks Road, Suite 200, Raleigh, NC 27609 (919) 831-2370.

4

Direct Investing

http://www.gaugertfinancial.com/about-direct-investing.php

Gaugert Financial can help you trade in stocks, bonds and mutual funds. Once your investment objectives are determined, we'll process your order making sure you understand the risks and optimal returns of the investment. After determining what kind of investor you are, we'll more easily be able to assess what level of risk you're willing to take. We'll then design an investment plan that's right for you and periodically review that plan to make sure it's performing suitably. 525 East Jones Street.

5

Employee 401(k)/Pension Plans

http://www.gaugertfinancial.com/employee-401k-pension-plans.php

Enrollment, education, and consultation. 525 East Jones Street. Raleigh, NC 27601-1137. Fax: (919) 863-2342 Attn: Kasner. Your Request has been sent! Your request has been recieved and Dan will respond shortly. If you are in need of immediate assistance feel free to call Dan directly on his office phone at (919) 863-4111 or call his cell phone at (919) 219-5379. Securities offered through Capital Investment Group, Inc. 100 East Six Forks Road, Suite 200, Raleigh, NC 27609 (919) 831-2370.

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Gaugert Financial | "A team approach to creating a financial strategy customized to your needs."

By preserving and managing the wealth you have worked to aquire. For the couple building a retirement plan . the parent starting a college fund . the small company planning to start a matching savings plan . the executive with money to manage but no time to do it . Gaugert Financial is here for you. For nearly 25 years we have helped make a difference in people's lives. Let us play a role in living out your dream. A team approach to creating a financial strategy customized to your needs.". Advisory servi...

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