Why Use This Tool?

Do you have questions like these?

• How much do I need to save in my 401k before I retire?

• When and how should I claim my social security benefits?

• How much income do I need now and in 20 years to sustain my current lifestyle?

• Are my investments allocated properly to maintain purchasing power?

• What is a reasonable amount to withdraw each year from my IRA?

• How much money should I prepare to spend on my future healthcare costs?

• Am I paying more income taxes than I should be?

Our process of education and discovery is called My Financial Bridge. My Financial Bridge is designed in a well-organized, chronological manner that explores the events we face over a lifetime. No matter what point you’ve reached on your journey across the bridge, you can always review what you’ve done to make certain your financial foundation is strong, assess your current position and look ahead to the opportunities and challenges you’ll face.

By reviewing the various check-points along the bridge, you can examine whether or not you’re moving forward and implementing the best financial choices for your situation. In addition, My Financial Bridge is a storage resource for your important financial information made easily accessible.

Peter J. Gutekunst, CFP® has been educating and helping clients implement sound financial strategies since 1994. He specializes in working with individuals and families who are managing retirement assets with the goal of creating a life sustaining income that won’t be outlived. With a thorough background and knowledge in retirement account regulations, Gutekunst educates and assists in the accumulation and income distribution phases of retirement assets, while building strategies to protect and pass on a legacy.

Pete holds the CFP, CERTIFIED FINANCIAL PLANNER® certification marks from the CFP Board of Standards, Denver, CO and CLU (Chartered Life Underwriter) designation from the American College, Bryn Mawr, PA. He is a graduate of the University of Hartford and a combat decorated U.S. Marine Corps Sergeant of Operation Desert Storm.

Gutekunst contributes monthly to the Age Has No Season section in the full group of Montgomery Newspapers such as the Ambler Gazette.  He currently serves as Board Member to the Philadelphia Chapter of the FPA and is Chairman for the Advancement Committee of Liberty Lutheran Services where he has volunteered at Liberty affiliate Artman Lutheran Home over the past four decades.

Pete, his wife Cherie, and three children Ally, Zach and Jake, reside in Maple Glen and are actively involved in the Horsham Township Community.