Welcome to Team Gentry
at MassMutual Heartland
Our Belief: Striving to Ensure Your Family's Financial Security is Set.
In our firm, we help you define what financial security means to you. We get to know you, your family and your business. Through our discovery process, we gain insight that allows us to navigate you towards your goals. The knowledge we've attained drives us to make a difference in your life and bring you what you need in the pursuit of success. Your family's success matters to our team. We want to work with people who believe what we believe.
In addition to working with individuals, our team specializes in helping families navigate through the maze of legal and financial complexities that surround special needs planning.
Your Unique Vision, Our Comprehensive Approach
Through a collaborative and concise process, we will help you realize the full potential of your financial future by identifying and prioritizing your short- and long-term goals. This is a critical first step in helping you engineer a targeted plan that employs financial strategies customized to meet your needs. It begins by taking a personal, in-depth look to understand your specific financial goals and help you define a clear plan for how to achieve them.
A Relationship Built on Knowledge
We aim to provide you with a plan of action to help you reach your goals. You will have the satisfaction that comes from knowing that you have a plan that will help you to achieve your objectives and goals because you are working with experienced professionals. Your Financial Planner will provide you with clear answers to your questions and will work with your attorney, accountant and other advisors to help you bring your plan to fruition.
We will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances. MassMutual, its agents, and representatives do not provide tax and/or legal advice.