About My Practice
Have Questions Like These? We Can Help.
- How much do I need to save in my 401k before I retire?
- When and how should I claim my Social Security Retirement Income 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 health care 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. Although most people we meet are more than half way across their Bridge, we find there is always value in evaluating what you’ve done in order to measure how well you’re prepared for what lies ahead.
By reviewing the various Guide Points™ along your Bridge, you can examine whether or not you’re moving forward and implementing the best financial choices for your personal situation.
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.
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.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 9, 10, 63, 65
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CLU
Raymond James Financial Services, Inc.
Considerations: View our process on www.myfinancialbridge.com
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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