Basic Information
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Company
Horizon Advisory Group -
Phone
5716693516 -
Email
stephanie@horizonplanners.com -
Mobile phone
5716693516 -
Website
www.horizonadvgroup.com -
Describe How You Would Like To Be Introduced Via Email
Experience wealth management, redefined. Stephanie is passionate about turning your success into long term financial confidence. She combines technology with real world investment expertise. As a fiduciary, she is committed to acting in your best interest. Your personalized investment plan is based on your values, your dreams and what is important to you. As an entrepreneur, she has the expertise in helping the small business owner personally and professionally. -
What is your "why"? Why do you do what you do?
I strive to help impact lives. While I was raised with a private school education, lived in a beautiful part of Baltimore and spent summers at Rehobeth Beach in Delaware, my parents did not plan for retirement properly nor were they prepared for the long term illnesses that befell them. They worked hard raising me and my 2 siblings but did not have the right guidance to invest in their own future and their last days. The greatest risk today in retirement is longevity. I want to help people prepare for longevity so they have the legacy they want in place and do not run out of money. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. What are you really working toward financially? How is your portfolio shifting with the tax laws?
2. Is your financial advisor building your portfolio to match your legal estate planning structure?
3. As you are preparing to sell your business, who is guiding you through the sudden wealth transition ahead? -
Unique Selling Proposition
Bring clarity to investment decisions in retirement planning
Helps business owners think beyond the business in their investment planning
Creates a plan from "working hard" - to feeling confident about the long term -
Profession
Financial Services -
Title
Investment Manager -
Hobbies and interest
Travel, hiking, gardening and fighting human trafficking
Contact Information
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City / Town
Reston -
State
VA -
Zip
20190 -
Country
United States -
LinkedIn Profile
https://www.linkedin.com/in/stephaniegumm1/
Education
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College / University
Randolph-Macon Woman's College -
Graduation Year
1984