Tom Poltersdorf (CFP®)

Additional Information

Ready for what’s next but not sure where to start? You’ve built success, whether that’s through a business, a career, or simply smart choices over the years. But now you’re asking bigger questions: ? Am I on the right path for retirement or just winging it? ? Will I have enough to live the life I actually want? ? What happens to everything I’ve built when I’m no longer here? ? I’ve been working hard… but is it time to start living with more purpose? Traditional financial advice misses the point. Most financial plans are built around numbers, not people. They focus on products instead of purpose. And they treat retirement like an end when really, it’s just a new beginning. At GT Wealth, we help successful families and business owners create a plan that’s built around what matters most. Your time, your values, and your vision for the future. Through our GT LifePath planning process, we help you: ?? Align your wealth with your life – Your money should support your goals, not dictate them ?? Design an income strategy – Feel confident spending, without wondering “Am I doing this right?” ?? Invest intentionally – We manage your portfolio with purpose, not guesswork ?? Plan smart for taxes – Keep more of what you’ve built ?? Protect your legacy – Ensure your wealth supports the people and causes you care about Whether you’re looking to retire, sell a business, or just want more clarity about what’s possible, this is your next step.