Conner James Gehring, CFP®, CLU®, CLTC®

Wealth Management Advisor

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Conner Gehring and his team primarily work with pre and post retirees whose careers are or were in the technology, medical, and business owner industries to help them get to retirement and more importantly, successfully through retirement. Financial and retirement planning is more important now than ever before with the low interest rate environment, volatility in the market, political uncertainty, and increased longevity. Most commonly, professionals (and their advisors) are focused on a number that they need to accumulate to get to retirement. Although the accumulation side is important, it is equally, if not more important, to accumulate enough in the right places so that you are able to most efficiently optimize your hard earned assets into income when it is time to retire. Working with you, Conner and his team get to know the planning you have accomplished so far, the planning you wish to achieve moving forward, and your future goals while helping to develop a time tested, mathematical strategy and retirement plan to help you live your life to the fullest.

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

6 Risks That Can Impact Your Retirement

Make sure your money lasts as long as you do. Learn about the risks that can impact your financial security in retirement. View now.


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