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  • Home
  • Our Process
    • Financial Planning
    • Asset Management
  • About Us
    • Our Team
    • Our Extended Team
    • Our Value Proposition To Clients
    • Our Guiding Principles
    • Your True Wealth Solution
  • Our Clients
    • Multi-Generational Families
    • Professional Athletes
    • Business Executives and Entrepreneurs
  • Resources
    • Planning Briefs
    • Investment Updates
    • Calculators
    • Market Data Bank
    • White Papers
  • Blog
  • Contact Us

White Papers


  • 30 Year Plan on Purpose

  • Making Sense Of Bonds V3

  • Most Common Mistakes

  • Teach Your Children

  • The Multi Tiered Retirement

IMPORTANT DISCLOSURES

Jim Gebhardt and Matthew Grishman are Investment Advisor Representatives of and advisory services offered through Gebhardt Group, Inc., Registered Investment Advisers.

Jim Gebhardt is a Registered Representative of and securities offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC is not an affiliated company. The Registered Representatives and Investment Advisor Representatives associated with this website may discuss and/or transact securities business and/or offer financial advice only with the residents of the states they are licensed in.

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© 2022 Gebhardt Group, Inc.. All Rights Reserved.