Phone Number: (856) 452-0060
Business Category:Financial Advisor
About the Business:
At Gussick & Barnett Financial Planning, Retirement Income Planning is our primary focus. Whether your retirement is imminent, has already occurred, or is still many years away, you will continue to experience opportunities and challenges that require knowledgeable, experienced financial guidance. We understand there is no one-size-fits-all approach to retirement. Each retirement is unique. Gussick & Barnett Financial Planning provides financial and retirement planning advice as a FIDUCIARY*, always putting our clients' best-interest ahead of our own.
We are a South Jersey-based wealth planning firm, serving a diverse mix of affluent and high-net-worth individuals and families in the Philadelphia Metropolitan Area and throughout the country. We work with clients from all walks of life, and have a special passion for providing guidance to those who are too often underserved by our industry, including surviving spouses and LGBTQ+ singles and couples.
*In Advisory Relationships
About you: Ana draws on life experience and over 25 years of financial planning services to help clients clarify and prioritize long and short-term financial goals. Her knowledge in Retirement Income Planning allows her to help clients plan for and manage all aspects of their retirement, including Social Security and Medicare planning. Ana knows firsthand that when faced with grief and uncertainty, clients need to make calm, strategic decisions for their future. Having faced the sudden death of a spouse Ana recognizes that a client needs thoughtful financial guidance and careful strategy to navigate a time when the future appears unclear.