Retirement Planning
Creates a roadmap for retirement and the next chapter.
Gate City Advisors
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About Gate City Advisors
The Retirement Income Toolkit guides readers through decisions about turning savings into sustainable retirement income. Gate City Advisors is a financial advisory firm in Greensboro that helps clients plan for and through retirement at different life stages. Its comprehensive financial planning combines investment strategy, retirement income planning, tax awareness and legacy considerations. Services include retirement planning, investment management, tax and income planning, and legacy and estate guidance. The firm also offers a free resource library with materials on family conversations, teen finances and navigating a layoff. Its approach includes a team of advisors and recommendations shaped around clients' financial needs, goals and concerns. The toolkit was written by managing partner R. Sherwood Greer.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment Management
Strategies aligned with risk tolerance and financial goals.
Legacy Guidance
Guidance on wealth and its impact for people and causes.
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