Retirement

top of page

Client Access

Make an Appointment

Screen Shot 2021-05-05 at 12.55.59 PM.pn

Home
About Us
Our Approach
Services
Who We Serve
Resources
Events
Blog
More

Use tab to navigate through the menu items.

Contact Us 262.518.7575

All Posts
Gentian Staff
Retirement
Books/Book Club
Awards

Search

8 Great Retirement Mistakes

Retirement is a significant life event, and making the right choices is crucial to ensure a comfortable and financially stable future....

Gentian Financial

Mar 15, 20232 min read

46 views

Plan It. Live It. Give It. | Gentian Retirement

Retirement is not a destination. But years ago when I started it seemed that way. Retirement was the end goal, a time you worked your...

Chris Doughty

Jul 23, 20214 min read

76 views

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Gentian Financial Inc. Gentian Financial, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Barron’s Top 1,200 Financial Advisors 2025, is based on the period from 09/30/2023 – 09/30/2024 and was released on 03/10/2025. 7,669 nominations were received and 1,200 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3QJuMge2024 Forbes

Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2023 to 6/30/2024 and was released on 4/3/2024. 44,990 nominations were received and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/43DMgjX. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info 2025 Forbes America's Best-in-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2023 to 3/31/2024 and was released on 1/9/2025. Approximately 11,674 team nominations were received and 5,331 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4a7VisT. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

bottom of page