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Our Mission

Our mission at The Gemini Group is to partner a knowledgeable and experienced team of professionals who can manage your unique investment objectives and circumstances. As we’re all independently functioning, experienced advisors, we believe a team is really only justifiable if the whole is greater than the sum of the individual parts: We believe we are well able to effectively serve the needs of retirement planning, estate and trust work, pensions and general investing. Whatever your particular circumstances are we have many corresponding levels of planning for your REAL MONEY, REAL LIFE requirements. If you think about it, Americans are living on average 20 years longer than when Social Security was originally conceived; retirements of 30 years are not unheard of, and we believe this makes it even more important to have a formal plan to help you maintain your lifestyle and generate income throughout of your retirement.

With over 50 years of combined financial services industry experience, we are most inclined to focus on those looking for wealth strategies that provide for income, individuals focused on wealth accumulation, and companies committed to providing a robust retirement plan for their employees. For example, we are able to provide a benchmark analysis to business owners for your company’s 401(k) plan which will help clarify its fee structure and cost to the participants.

The world in which investments function doesn’t seem to be getting any simpler as time goes by. One fair criticism of our “American Way” is that it puts so much pressure on the individual. It can be a tremendous benefit if the individual can enlist the support of a team to help lighten that load. Just as we go through different stages of our lives, there are corresponding stages of investing: Accumulative, Preservative and Distributive. Keeping on track with your personal investment timeline can be made easier by having a well-crafted, practical plan. It will be an honor to build a plan specifically for you.