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GCG Capabilities - Josh Huster

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This slide share is a presentation of what I can offer and the resources available to me as a Financial Advisor with GCG. I invite you to take a minute and check it out - Josh

This slide share is a presentation of what I can offer and the resources available to me as a Financial Advisor with GCG. I invite you to take a minute and check it out - Josh


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  • Update – I would like to make a pie chart of client sectors… can you ask cindy for a list of clients with SIC codes – julie may already have something compiled
  • Transcript

    • 1. Capabilities
      PresentationPresented By:
      Josh Huster
      287846 03/2011
    • 2. Who is GCG
      • GCG Financial is a premier financial services firmoffering a wide range of quality financial products, insurance and employee benefits programs to all types of businesses as well as individuals.
      • 3. With over 30 years of experience, GCG Financial has built a tradition of “doing what is right”and a trademark of “service that excels”
      • 4. Our mission is to enhance the financial security of our clients by providing innovative solutions and the resources, expertise and support necessary to deliver an exceptional client experience
      • 5. We have over 30,000 individual clients and 4,000 corporate clients nationwide.
      • 6. Ultimately, our success is measured by the strength of our relationships.
    • Specialists and Expertise Across Disciplines
      GCG experts keep current on financial products, tax laws, advanced concepts, and legislation that impacts our clients.
      This information should not be considered as tax or legal advice. You should consult your tax and/ or legal advisor regarding your own situation.
      Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC.
      GCG Financial, Inc. and Securian Financial Services, Inc. operate under separate ownership.
    • 7. GCG Clients
      The clients represented here are group benefits clients. They are not securities or investment advisory clients.
    • 8.
    • 9. Our Services
      You and Your Family
      • Financial Planning*
      • 10. Personal Insurance
      • 11. Investment Strategies*
      • 12. Property Insurance
      • 13. Casualty Insurance
      • 14. Liability Insurance
      Your Business and Employees
      • Employee benefits
      • 15. Executive Benefits
      • 16. Business Continuation
      • 17. Property Insurance
      • 18. Casualty Insurance
      • 19. Liability Insurance
      • 20. Comparative Survey Data
      * Offered through Securian Financial Services
    • 21. Services: You and Your Family
      * Offered through Securian Financial Services
      Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
    • 40. Services: Your Business and Employees
      Business Continuation
      Exit Strategies
      Buy Sell Funding
      Employee Benefits
      Group: Health, Life, Disability, Dental and Vision
      Voluntary Benefits
      Retirement Plans
      Enrollment Services
      Financial Education Workshops
      International Benefits
      Wellness
      Executive Benefits
      Deferred Compensation, SERPs and Carve Out Plans
      Bonus Plans
      Property/ Casualty Insurance
      Property Insurance
      Worker’s Compensation
      General Liability
      Automobile
      Umbrella Liability
      Professional Liability
      Directors & Officers Liability
      Claim and Loss Control Services
      Surety Bonds
    • 41. GCG’s Service Model
      1.Goals. We will work together to discover the results that you would like to achieve.
      2. Status. We gather the information necessary to understand your current plans, strategies and financial commitments.
      3. Objectives. We quantify and prioritize each of the steps necessary to achieve your goals.
      4. Recommendations. We develop and present a combination of ideas, products and services that are designed to meet your objectives.
      5. Implementation. We work closely with you and, if appropriate, your other advisors to ensure successful execution of the recommendations.
      6. Monitor and Review. We create a customized plan of communication that is designed to meet your information needs and assures that the implementation remains appropriate, effective and on target.
      We provide an outstanding service experience for each of our clients.
      Our advisors, specialists and support staff use GCG’s Service Model to assure that you receive independent expert advice backed by an ongoing plan of communication. Our dedicated teams are committed to your day-to-day needs, servicing your account effectively and successfully.
    • 42.
      • Customized and innovative solutions
      • 43. Distinguishable client service – “service that excels”
      • 44. Commitment to “doing what is right”
      • 45. Strong, lasting relationship building
      What Our Clients Expect from GCG
    • 46. Joshua Huster is a Financial Advisor at GCG financial, Inc. and a Registered Representative with Securian Financial Services, Inc. member FINRA/SIPC. He is licensed in Life and Health Insurances and holds Series 7 and Series 66 registrations. He
      Joshua Huster
      In addition to Josh’s personal knowledge and dedication, Josh is part of the Matt Schlaepfer Team, contributing Matt Schlaepfer’s 25 years of experience, professionalism, and success to Josh’s practice.
      Josh lives in Downtown Denver, CO in the Lodo area where he enjoys supporting his beloved Colorado Rockies, Denver Broncos, and Denver Nuggets. He also enjoys golfing, playing tennis, pick-up basketball, and the occasional trip to his home town of Winter Park, CO for either a weekend of skiing or hiking and camping.
      graduated From the University of Colorado Boulder where he earned his Bachelor of Science in Business Administration with an emphasis in Finance.
      Josh’s objective is to develop long term relationships with his clients while providing the resources, expertise, and support necessary to help them achieve their financial goals.
    • 47. Contact Us
      Corporate Headquarters
      GCG Financial, Inc.
      7807 East Peakview Ave., Suite 250, Greenwood Village, CO 80111
      303-770-9970
      www.gcgfinancial.com
      Additional Locations
      Bannockburn, Illinois
      Oak Brook, Illinois
      Springfield, Illinois
      Bloomington, Illinois
      Glen Ellyn, Illinois
      Joshua Huster
      Financial Advisor
      303-220-3253
      Joshua.Huster@gcgfinancial.com