Seven Lakes is now home to a new financial advisory firm. Kevin Gustafson, Branch Manager of SagePoint Financial, is looking forward to bringing his business all the way from Wisconsin to North Carolina, opening its doors right here in Seven Lakes.
Gustafson is a twenty-eight-year veteran of investment management and financial planning. Having gone into finances straight out of college, nearly three decades of experience have allowed Gustafson to perfect his line of work. Now, he is bringing his expertise to Seven Lakes.
Gustafson relocated from Wisconsin nearly five years ago, choosing to settle in Seven Lakes with his four children and wife, Julie. Kevin and Julie were high school sweethearts, having been married for twenty-six years and deciding to make the move to North Carolina together. This past September he received his Master’s Degree Leadership-divinity from Morningstar University in Fort Mill, SC. When he’s not hard at work, Kevin enjoys golfing, volunteering at Grace Church Seven Lakes, traveling, and playing frisbee golf with his son.
Gustafson takes pride in providing exquisite, personalized customer service. He gets to know every single client and figures out what is best for each person individually. “To be a top producer* for twenty-eight years, you need to have a good, solid, reliable service and good client relationships,” said Gustafson. “That’s what sets us apart.”
Gustafson works with clients on retirement planning, college planning, income planning, and budgeting. One unique service offered is the “financial physical,” which assists clients in managing their finances and provides an overall look at investments, possible retirement plans, and even insurance and estate planning.
“To put it simply, my business will be focused on wealth management and the financial planning process,” explained Gustafson. “I help clients manage money and council them on financial situations to make life easier.”
Gustafson offers services for everyone from all walks of life. This time of year, Gustafson can provide a comprehensive review of your tax return, highlighting opportunities for maximizing tax reduction strategies. For both short-term and long-term planning, income needs can be analyzed to create a detailed, structured plan for both now and in the future.
Kevin Gustafson helps clients review investments as well as insurances, designing a personalized portfolio appropriate to each client’s needs. Each client even has the option of receiving newsletters to keep them apprised of the most current planning options, and any financial changes they may need to be aware of.
For more information on Kevin Gustafson, visit www.goldenruleadvisors.com. To set up an appointment with Kevin Gustafson, send an email to Kgustafson@sagepointadvisor.com or call 920-739-7757. Gustafson’s office is located at 1030 Seven Lakes Drive, Suite A, West End, NC 27376.
- *This award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.
- Securities and investment advisory services offered through SagePoint Financial Services, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does not provide tax or legal advice.
- Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results.
