When planning your financial future, numerous difficult decisions are required. Where do you begin? At Huberty, our Wealth Management Team helps prioritize and plan your financial goals and aspirations in order to ensure you're focused on opportunity.
- Insurance & Risk Management
- Retirement Planning & Consulting
- Roth IRA Planning
- Education Planning
- Estate Planning
- Long Term Care Planning
- Asset Spend Down Analysis
- Social Security Planning
- Business Ownership Succession Plans
- Employer-Sponsored Benefit Plans
Whether you are planning for retirement, your children's education or simply need a financial check up, our Wealth Managment Team will guide you on your financial journey. Choose Huberty.
Wealth Management Advisors
Gary G. Born, CPA
Gary came to the firm with a background in providing audit and accounting services to banks, agricultural entities, manufacturers, governments and nonprofits. His 35+ years of experience also include extensive tax preparation and advisory services.
Eric Gurholt, CPA/PFS, CFP®
Eric’s experience includes specializing in tax and financial compliance and consulting for small business owner’s and individuals. He has assisted his clients in building a solid financial future through incorporating tax, wealth, and risk management tools and techniques in a way that ensures they are on track to meet their goals and objectives. He has also assisted businesses and individuals with various matters such as estate planning, asset spend down analysis, social security planning, business ownership succession planning, and representation before federal and state tax agencies. Eric has worked with high net worth individuals in creating a long term financial