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The Real Costs (and Benefits) of Buying a Home - Podcast
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I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.
If you're like most people, the idea of starting a business can be intimidating. But it doesn't have to be!
Gardel is an accomplished financial advisor and a valuable member of the Bouchard Financial Group Leadership Team, where he serves as the College Unit Director for the Fort Myers Office. With an unwavering commitment to making a positive impact in people's lives, Gardel takes an active role in recruiting and nurturing new advisors in the Fort Myers region. As the College Unit Director, he is dedicated to building a team of like-minded individuals who share his vision and are poised to achieve great success as advisors.
Gardel is not only blessed to be in that career himself but also has the unique opportunity to invite others to do the same.
I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4