BOUTIQUE
WEALTH TRANSFER FIRM
Specializing in Advanced Planning Strategies for Estate Planning, Retirement Planning, and Wealth Preservation
PRACTICE
AREAS
Life Insurance
Helping clients find the best policy for their family or their business utilizing Term Life, Universal Life, and Whole Life contracts.
Annuities
Helping our clients realize which annuity, if any, make sense for their financial plan.
Retirement Planning
Helping our clients reduce market risk regarding the security of their retirement plans.
Estate and Wealth Transfer
Helping clients develop strategies that allow them to accomplish their objectives regarding their next generation, tax mitigation, and protecting their assets.
Charitiable Planning
Many of our clients, not all, but many have aspirations to give back to organizations that they believe in - we help them do it with the highest degree of efficiency and impact.
Business Succession Planning
Helping our clients understand their options and implementing plans that provide the greatest degree of comfort, control, and financial prosperity.
OUR VISION
Gannon Wealth Security Partners was founded on a principle that the financial services industry can be done better - with a greater purpose to help benefit those who wish to maximize their finanical certainty and the financial future of those who will follow in their footsteps.
GANNON
Our Founder's mother's maiden name.
WEALTH
There are many diffent forms of wealth outside of just financial abundance. Wealth
comes to us in the form of Health, Social Network, Intellectual Property, Family, Businesses, Traditions,
Reputation, Family Values, and many other things that people value most.
SECURITY
Once a person, family, or business understands which form of Wealth they value most - what
can they do to protect it? How important is it to protect? Do they have a team knowledgable about
the strategies that can reach their objectives to help them protect it?
PARTNERS
We believe that we are not the author's of your financial plan, but merely the editors - our advisors
strive to Partner with our clients to help them author their own financial plan, estate plan, retirement plan,
legacy plan, tax mitigation plan - doesn't it make more sense to partner with someone to achieve your goals
than to be lectured by someone on how to do it?
CONTACT
GANNON WEALTH SECURITY PARTNERS
OUR ADDRESS
For any general inquiries, please fill in the following contact form:
