"Going through a financial planning process with GMF was very important to my husband and I. We wanted to understand all the options for ensuring a successful retirement. The process Gretchen took us through incorporated all of our financial considerations and allowed us to look at several different scenarios for retirement. We are now able to understand the various options and plan accordingly. With just a few years until retirement, we have the confidence in what we need to do financially to have a great rest of our lives. Thanks, Gretchen and team for leading us through this valuable exercise!"
— Suzanne G.

"When I started working with Gretchen on my investment strategy, “retirement” seemed a long way off and something I didn’t think was going to be an option for me. Making the decision to go ahead and work with the team at GMF on my Retirement Plan has given me action steps, options and more confidence in my ability to manage whatever comes next. My only regret is that I didn’t do it sooner."
— Michelle M. 

"The thought of planning my financial future used to feel so overwhelming to me, but working with Gretchen Meyer Financial has put my mind at ease! Gretchen’s warm and friendly demeanor is so welcoming. She works alongside her clients as a partner and friend. I was so impressed with how Gretchen and her team always take the extra time to educate, answer questions, and listen to my needs. They truly go above and beyond to ensure a seamless journey to financial security. With Gretchen overseeing my financial future, I'm at peace knowing that someone truly dedicated is watching out for me. Her clear explanations, proactive approach, and unwavering support have made a world of difference. I am truly grateful to have Gretchen in my corner."
— Danielle V.

"Working with Gretchen and her team has helped our family establish a concrete foundation to understand if our financial means can help us to realize our life goals. Thanks to Gretchen’s patience and persistence, we now have a financial plan in place that allows us to adjust or evolve our plan to fit our family needs as our lives get more complicated."
— Kim Q.

_{This statement is a testimonial by a client of the financial professional as of 11/14/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial}