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Gebhart & Associates, Inc.

Gebhart & Associates, Inc. - A Registered Investment Advisor providing Wealth Management Services in Fallbrook, CA.

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Gebhart & Associates, Inc. - A Registered Investment Advisor providing Wealth Management Services in Fallbrook, CA.

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1

Our Typical Clients

http://www.gebhart.miagd.com/about/our-typical-clients.html

Sunday, 06 November 2016. Gebhart and Associates, Inc. usually works with one of four types of clients. First would be the affluent high net worth Individuals. Generally retired, or at least very close to it, who have worked hard to accumulate significant wealth and want to protect it. Second, would be successful professionals. Including doctors, corporate executives, judges and attorneys. Third would be the small business owner. Including both widows and divorcees.

2

Web Links

http://www.gebhart.miagd.com/resources/web-links.html

Sunday, 06 November 2016. The Wall Street Journal. Dr Ed Yardeni's Economics Network. Loan and Savings Calc. New York Stock Exchange. Federal Reserve Bank of Chicago. Federal Reserve Bank of Dallas. Federal Reserve Bank of Philadelphia. Federal Reserve Bank of St. Louis. Gebhart and Associates, Inc. is a Registered Investment Advisor in the states of California and Texas.

3

Calculators

http://www.gebhart.miagd.com/resources/calculators.html

Sunday, 06 November 2016. Gebhart and Associates, Inc. is a Registered Investment Advisor in the states of California and Texas.

4

Our Services

http://www.gebhart.miagd.com/services.html

Sunday, 06 November 2016. Gebhart and Associates, Inc. offers a wide variety of services to meet the financial objectives of individuals and businesses. The firm works closely with clients to determine their needs and then recommends suitable strategies and actions. Retiring with a comfortable standard of living. Portfolio analysis and redesigning. Maximizing use of tax deductions. Income shifting between family members. Tax reduction through appropriate investments. Investment Analysis and Planning.

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Gebhart & Associates, Inc.

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