Welcome to The Gullickson Group
At the Gullickson Group, our mission is simple – to guide individuals just like you toward financial security.
We do this by focusing on protection, savings, and growth of your assets throughout all phases of your financial life.
During your working years, we’ll help you with strategies to protect your income, manage your money efficiently, and accumulate assets so you can retire when and how you want to. When you are nearing retirement, we’ll help you with transition strategies to turn your assets into income that will last for your lifetime. And when you are ready to think about your estate, we’ll help you with an estate plan to address tax issues and enable you to leave the legacy you choose for your heirs.
We are two generations of knowledgeable, experienced financial professionals, dedicated to helping you make educated decisions about your financial future. We’ll work with you to create effective, efficient and coordinated strategies that help you achieve financial success.
Our ultimate goal is to help you live well today while you prepare for tomorrow.
We thank you for your business, and greatly appreciate the trust you place in us.
Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why our Financial Services Representatives take a needs-based approach to our insurance sales strategy.