I can assist you in buying any types of stocks, bonds, mutual funds, options or other investment products you may need through my broker dealer TradePMR.

What We Do

Orlando’s Trusted Provider of Financial Advice, Estate Planning, and Retirement Portfolio Design.

Operating out of Lake Mary, Florida, we develop highly sophisticated and professionally managed custom portfolios, using the most advanced financial systems available, and relentlessly providing them at a low cost to residents of the Orlando area.

Financial Planning ProfessionalRegardless of your situation, it is important to understand all of your options financially.

Whether you are young and want to start planning for the future, or you have experienced financial difficulties and need help getting out of debt and getting your life back on track, I can help you!

Most people don't even realize they may need to seek out a financial advisor because they are unaware of being unfairly charged or taxed or they are handling their finances inefficiently.

You don't want poor financial planning to prevent you from buying a home, starting a business, starting a family or providing for your current family. Our financial experts can show you your options and help you grow and protect your assets. We can provide financial services for investment planning, portfolio management, insurance needs, analysis, bidding and purchasing, estate planning, and fiduciary services for funds and trusts.

Estate Planning

Estate planning is essential for any person who wants to make sure that their family and loved ones are well provided for, in the event of their passing.

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Financial Advisor

Helping others manage their money has always been something our team has thoroughly enjoyed and collectively we feel it's a joy to be able to do this line of work for a living.

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Retirement Planning

If you are one of those people who is telling yourself that it is too early to start planning and saving for retirement, we strongly urge you to change that mindset

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Wealth Management

Our goal is to serve the people in the communities of the North Orlando Area, including Lake Mary, Longwood, Heathrow, Sanford, Maitland, Winter Park and all over the north Orlando area.

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Let us help you improve your quality of life, your family’s quality of life, and your future!

Your financial situation can have a major impact on your quality of life. Poor financial planning can result in unbearable amounts of personal stress, not to mention what it can do to your family. Wouldn’t you like to be able to live comfortably, enable your child’s (or children’s) future with a full college fund, and secure your retirement? Here at Gustin Financial Planning in Lake Mary, Florida, our team will do everything they can to improve your financial future. What we do, simply put, is assess your current financial situation and advise you on how to improve upon it. This can even mean managing your assets for you.

Proper financial planning and management is highly important to all individuals in a number of ways. People who do not manage their money well almost always end up in debt, leading to possible bankruptcy, or even legal issues like being sued. This is especially important if you own your own business. You do not want to lose your goods or have property repossessed because you can’t afford to pay due to improper financial planning, further hurting your business. Once you have critical elements of your business being taken away, it becomes increasingly difficult to recover from it.

What we do here at Gustin Financial Planning in Lake Mary, is help individuals and business owners in the Orlando area manage their finances. This means we assist in financial planning, organizing, directing or recommending and even controlling your financial activities by applying financial management principles to financial resources. We will meet with you at our office, your office, online via Skype, or whatever way is most convenient for you. All of our clients are local to Orlando, Lake Mary, and the surrounding areas, and are from all walks of life. From the more modest incomes like teachers, utility workers and small business owners, to high-profile career individuals with 7+ figure incomes, we help all! The great thing is all of our clients, and potential clients like you, have one thing in common: they are adamant about planning for their futures. Once you have made that decision to take control of your financial future, that’s where Gustin Financial Planning comes in!

Planning for Retirement

No matter your age or what point you are at in your life, eventually we all plan to retire. Let us assist you in developing a game plan to lead you into a hassle-free retirement. Wouldn’t it be nice to know that your bills and other finances will be covered and taken care of once you are ready to retire? It would be ideal to be able to travel and really enjoy the pleasures in life as you see fit, without having to worry about if you can afford it, or if you will run out of money in a few years and have to get another job at an older, less opportune age. Most individuals have an average of about 30 years in retirement, so that’s quite a long time you will need to financially prepare for. That is exactly why it is important that you have a financial advisor to ensure you are being the most efficient with your money. Our experts can show you long-term investment strategies to meet retirement goals, minimize your estate tax liability, and provide security for you and your family.

Estate Planning

You should also be aware of the importance of estate planning, especially if you have minor children, additional properties or a business, or if you have or may potentially have health problems, such as illness or disability. Estate planning is not just a simple Will. Proper estate planning will lay out exactly what will happen with your home, investments, business(es), other properties, life insurance, and any retirement plans should you die or become disabled. It is also recommended that you involve your family attorney when estate planning to ensure all of your plans are legally binding and cannot be altered against your wishes after your death.

We Specialize in Financial Advice for Professional Athletes

Despite the general high income of most professional athletes, an alarmingly high percentage files for bankruptcy within 5 years of retirement! Do not let friends or family take advantage of you, which tends to be a very common occurrence that leads to the poor finances. Our charge is 0.75% of your assets under management per year, and when we go to dinner, I pay!

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If you are confused about conflicting financial advice and options, not sure where to invest money, paying too much income tax, not saving enough for retirement, have had major life changes such as a career change, marriage, or had a child, or you just don’t have the time to manage your personal financial affairs, it is imperative that you seek a financial advisor as soon as possible and start preparing for your future today! Visit our Financial News page for more information about how a financial advisor can help, retirement and estate planning, and life insurance, or fill out our Contact form.

In Partnership With

Charles Schwab Money Guide Pro Asset Dedication

Your assets will be maintained by an unaffiliated, qualified custodian, such as a bank, broker/dealer, mutual fund companies or transfer agent. Your assets are not held by our advisory firm or any associate of our firm.

Greg Gustin

Greg GustinPresident, MBA, RICP®