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Finding Your Fit

Welcome to Gebhardt Financial!

The goal of the web site is to help you navigate today’s complex financial maze. We want to help you gain a better understanding of investing and planning for your future. This site includes informative articles, calculators to aid in financial decisions, links to useful websites and a video library. Feel free to explore each area. We hope you find it helpful!

Client Centered

A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching you with the right financial products and services. Gebhardt Financial does this with the highest level of trust, integrity and respect.

Simply put, we strive to be your trusted advisor. Our primary focus is to provide peace of mind and a level of comfort to achieve long term investment results for you. Dedicated to working with you one on one; educating, advising and creating easy to understand strategies to help each of you reach your financial goals.

Suggested Content

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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