GCG Capabilities - Josh Huster


Published on

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

1 Like
  • Be the first to comment

No Downloads
Total Views
On Slideshare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide
  • 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
  • GCG Capabilities - Josh Huster

    1. 1. Capabilities<br />PresentationPresented By:<br />Josh Huster<br /> 287846 03/2011<br />
    2. 2. Who is GCG<br /><ul><li>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. 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. 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. 5. We have over 30,000 individual clients and 4,000 corporate clients nationwide.
    6. 6. Ultimately, our success is measured by the strength of our relationships.</li></li></ul><li>Specialists and Expertise Across Disciplines<br />GCG experts keep current on financial products, tax laws, advanced concepts, and legislation that impacts our clients. <br />This information should not be considered as tax or legal advice. You should consult your tax and/ or legal advisor regarding your own situation. <br />Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. <br />GCG Financial, Inc. and Securian Financial Services, Inc. operate under separate ownership.<br />
    7. 7. GCG Clients<br />The clients represented here are group benefits clients. They are not securities or investment advisory clients.<br />
    8. 8.
    9. 9. Our Services<br />You and Your Family<br /><ul><li>Financial Planning*
    10. 10. Personal Insurance
    11. 11. Investment Strategies*
    12. 12. Property Insurance
    13. 13. Casualty Insurance
    14. 14. Liability Insurance</li></ul>Your Business and Employees<br /><ul><li>Employee benefits
    15. 15. Executive Benefits
    16. 16. Business Continuation
    17. 17. Property Insurance
    18. 18. Casualty Insurance
    19. 19. Liability Insurance
    20. 20. Comparative Survey Data</li></ul>* Offered through Securian Financial Services<br />
    21. 21. Services: You and Your Family<br /><ul><li>Financial Planning*
    22. 22. Life Planning
    23. 23. Retirement Planning
    24. 24. Estate Planning
    25. 25. College Planning
    26. 26. Personal Insurance
    27. 27. Life Insurance
    28. 28. Disability Insurance
    29. 29. Long Term Care Insurance
    30. 30. Health Insurance
    31. 31. Investment Strategies*
    32. 32. Managed/Brokerage Accounts
    33. 33. Mutual funds
    34. 34. Annuities
    35. 35. Rollover, Traditional and Roth IRA’s
    36. 36. Property Insurance
    37. 37. Homeowners
    38. 38. Personal Automobile
    39. 39. Umbrella Liability</li></ul>* Offered through Securian Financial Services<br />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. <br />
    40. 40. Services: Your Business and Employees<br />Business Continuation<br />Exit Strategies<br />Buy Sell Funding<br />Employee Benefits<br />Group: Health, Life, Disability, Dental and Vision<br />Voluntary Benefits<br />Retirement Plans<br />Enrollment Services<br />Financial Education Workshops<br />International Benefits<br />Wellness<br />Executive Benefits<br />Deferred Compensation, SERPs and Carve Out Plans<br />Bonus Plans<br />Property/ Casualty Insurance<br />Property Insurance<br />Worker’s Compensation<br />General Liability<br />Automobile<br />Umbrella Liability<br />Professional Liability<br />Directors & Officers Liability<br />Claim and Loss Control Services<br />Surety Bonds<br />
    41. 41. GCG’s Service Model<br />1.Goals. We will work together to discover the results that you would like to achieve.<br />2. Status. We gather the information necessary to understand your current plans, strategies and financial commitments.<br />3. Objectives. We quantify and prioritize each of the steps necessary to achieve your goals.<br />4. Recommendations. We develop and present a combination of ideas, products and services that are designed to meet your objectives.<br />5. Implementation. We work closely with you and, if appropriate, your other advisors to ensure successful execution of the recommendations. <br />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. <br />We provide an outstanding service experience for each of our clients.<br />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.<br />
    42. 42. <ul><li>Customized and innovative solutions
    43. 43. Distinguishable client service – “service that excels”
    44. 44. Commitment to “doing what is right”
    45. 45. Strong, lasting relationship building</li></ul>What Our Clients Expect from GCG<br />
    46. 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<br /> Joshua Huster<br />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. <br />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.<br />graduated From the University of Colorado Boulder where he earned his Bachelor of Science in Business Administration with an emphasis in Finance.<br />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. <br />
    47. 47. Contact Us<br />Corporate Headquarters<br /> GCG Financial, Inc.<br /> 7807 East Peakview Ave., Suite 250, Greenwood Village, CO 80111 <br />303-770-9970<br /> www.gcgfinancial.com<br />Additional Locations<br /> Bannockburn, Illinois<br /> Oak Brook, Illinois<br /> Springfield, Illinois<br /> Bloomington, Illinois<br /> Glen Ellyn, Illinois<br />Joshua Huster<br /> Financial Advisor<br /> 303-220-3253<br /> Joshua.Huster@gcgfinancial.com<br />
    1. A particular slide catching your eye?

      Clipping is a handy way to collect important slides you want to go back to later.