Financial Planning to Help You Get
TO and THROUGH Your Retirement.
Looking for someone to help you define and reach your financial goals?
Hi, we're Sherwood Greer and Joe Vartanian, managing partners at Gate City Advisors in Greensboro, NC.
Together with our amazing team, we're committed to helping you with financial planning, wealth management, and retirement planning. We can help you get on track to reach your financial goals.
Want to join our book launch team?
Managing partner, Sherwood Greer, CFP®, RICP® will soon become a published author! His upcoming book, The Retirement Income Toolkit, is set to release on February 1, 2025.
We’re looking for 30 dedicated supporters to join our exclusive book launch team.
What’s a book launch team? As a launch team insider, you’ll receive an advance signed copy of the book before it releases and get a behind-the-scenes look at the journey...plus some other surprises along the way.
If you'd like to learn more about being a part of the launch team, click below to fill out the interest form.
DEADLINE TO JOIN: DECEMBER 9
Tell me more about the launch team!About the Book
The Retirement Income Toolkit addresses the fear and uncertainties many people face as they approach retirement. With rising healthcare costs, fewer pensions, and the complexities of Social Security and taxes, traditional retirement planning often falls short of providing peace of mind.
This book introduces a holistic approach to retirement planning focused on strategic planning beyond traditional investments. In helping the reader build their own Retirement Income Toolkit, the author, Sherwood Greer, CFP®, RICP®, shares strategies that have helped hundreds of clients secure a stable retirement.
The goal is to empower readers with the steps they can take now to enjoy a worry-free retirement and financial security, no matter where they’re starting from.
Join the launch team!
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.
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