How We Work

R. K. Gustafson Financial offers a unique approach to helping individuals and business owners reach financial success. We believe that every decision made with respect to your personal or business finance has rippling effects that often times has unintended or unforeseeable consequences in other areas. Solid financial decisions cannot be made inside of a box. For this reason we take a holistic approach combining both comprehensive financial planning and wealth management services.

Comprehensive Planning

Through comprehensive planning, we take a detailed look at the big picture. We speak with you about your goals, resources and time frames. We look at everything from debt structure, taxes, investments, risk management, employer sponsored plans, and ownership arrangement of assets amongst a myriad of others things. No aspect of personal or business finance is left uncovered.

Very often, we work as a team with your CPA, business, tax and estate attorneys to ensure we have all bases covered. If you do not currently work with any of these professionals and need them, we can refer you a number of qualified resources through our relationships with many in the New England area.

Once we identify the strengths and weaknesses of your or your businesses financial situation, we advise you on the financial strategies and options that will give you the best chance at achieving your goals.

As an independent advisor, we are not influenced by any particular financial company. We work directly for you and offer access to many of the worlds most financially sound and prestigious companies, offering access to a wide variety of banking, insurance, and investment products.

Wealth Management

Through Wealth Management, we help you create, implement and monitor an effective investment portfolio. We use state of the art asset allocation combined with our own expertise to get you where you want to go.

No one ever promised that financial success would come easily, but working with an independent advisor can make it a lot easier. Contact us to start moving toward your financial future.