A WORLD OF KNOWLEDGE. APPLIED TO PROJECTS OF ALL SIZES

Gordy Gutowsky is a seasoned financial advisor with more than 25 years of experience in providing comprehensive financial planning and investment strategies to young professionals, families, and individuals approaching retirement. Based in the greater Minneapolis, Minnesota area, Gordy is committed to understanding each client's unique goals and providing customized strategies to help them pursue their financial objectives.

My Firm

Gordy works alongside the financial advisory firm, Osaic Wealth, which provides him access to a wide range of resources. With a holistic approach, Gordy seeks to guide clients through the many financial milestones in life, from saving for a child's college tuition to building wealth to preparing for retirement. Gordy is dedicated to providing personalized service and building long-lasting relationships with his clients.

My Services

Gordy offers comprehensive financial planning strategies that are tailored to each client's unique goals. His services include:

Retirement planning: Gordy helps clients prepare for retirement by estimating their income needs, analyzing their sources of retirement income, and recommending strategies to help them achieve their retirement income goals.
Investment management: Gordy provides investment management services that are designed to help clients grow and protect their wealth. He seeks to construct well-diversified portfolios that align with each client's risk tolerance and financial objectives.
Estate planning: Gordy helps clients preserve their wealth for future generations by recommending appropriate estate planning strategies. He works with clients to develop a comprehensive estate plan that may include wills, trusts, powers of attorney, and other legal documents.
Insurance planning: Gordy helps clients protect themselves and their loved ones from financial risks by recommending appropriate insurance policies. He provides guidance on life insurance, long-term care insurance, disability insurance, and other types of insurance.
Tax planning: Gordy helps clients minimize their tax liability by recommending tax-efficient strategies. He works with clients to develop a tax-efficient investment plan and to implement tax-saving strategies.

Client Commitment

Gordy is committed to providing his clients with the highest level of service. He seeks to build long-lasting relationships with his clients by providing personalized service and customized strategies. Gordy is dedicated to helping his clients achieve their financial objectives and to providing them with the guidance and support they need to make informed financial decisions.

Resource Center

Gordy's Resource Center provides clients with a wealth of information on a variety of financial topics. The Resource Center includes articles, calculators, videos, and other tools that are designed to help clients make informed financial decisions.

Retirement

Preparation is the Key to Retirement

Retirement may seem like a long way off, but it's never too early to start preparing. Even the simplest ideas can make a massive difference over time. In this brief video, Gordy discusses the importance of preparing for retirement and provides some simple strategies that can help you get started.

Retirement Accounts When You Change Your Job

When you change jobs, you may have important decisions to make regarding your retirement accounts. This video discusses issues related to your retirement accounts when you move on from your job.

Timing Your Retirement

Sequence of returns risk is the risk that the order in which you receive returns on your investments may have a significant impact on the value of your portfolio. This short video illustrates the importance of understanding sequence of returns risk and how it may affect your retirement income.

Financial Strategies For the Many Milestones in Life

Gordy provides comprehensive financial planning strategies that are designed to guide clients through the many financial milestones in life. From saving for a child's college tuition to building wealth to preparing for retirement, Gordy is committed to providing personalized service and customized strategies that align with each client's unique goals.

Estate

4 Elements of an Estate Strategy

Having an estate strategy is important for preserving wealth for future generations. In this helpful and informative video, Gordy discusses the four elements of an effective estate strategy.

Investment

Should You Invest in Exchange Traded Funds?

Exchange-traded funds (ETFs) have become increasingly popular in recent years. But with thousands of ETFs available, it can be difficult to know whether they are right for you. In this video, Gordy discusses the pros and cons of investing in ETFs.

Insurance

Understanding Homeowners Insurance

Homeowners insurance is critical for protecting your home and your assets. This article provides an overview of homeowners insurance, including what it covers and how much you may need.

What to Look for in an Extended-Care Policy

Long-term care insurance can help protect you and your loved ones from the high cost of long-term care. But with so many policies available, it can be difficult to know what to look for. This article provides a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Tax

How Compound Interest Works

Compound interest is a powerful tool for growing your wealth. This calculator can help you better understand the potential impact of compound interest on an asset.

Saving for College

Saving for college can be a challenge, but it's important to start early. This calculator can help you estimate how much you should be saving for college.

How Inflation Affects Retirement

Inflation can have a significant impact on your retirement savings. This article provides an overview of how inflation may affect your retirement income and what you can do to minimize its impact.

Money

Should I Pay Off Debt or Invest?

Paying off debt or investing can be a difficult decision. This calculator can help you determine the best course of action based on your individual circumstances.

Lifestyle

The Three Keys to a Great Password

Creating a strong password is essential for protecting your online accounts. This highly engaging infographic provides tips for crafting the perfect password.