Financial Services

This is a brief description of our Financial Services

Key Benefits

  • Services are provided by Dennis O. Thiel, Certified Financial Planner (CFP™), licensee.
  • The CFP™ certification mark identifies persons who are dedicated to a high degree of professionalism.
  • Securities are provided through GWN Securities, Inc.*

Capabilities

  • Portfolio Construction – Portfolio construction is the process of matching investments with client goals, risk aversion, and personal circumstances.
  • Retirement Plans & IRA’s – Retirement planning involves preparing for your future through the use of proper retirement plans and IRA’s, and selection of suitable investment vehicles based on your overall portfolio.
  • Investments through GWN Securities, Inc. – We offer a full line of mutual funds and variable annuities to suit your individual or business needs.
    • Mutual funds, variable annuities and variable life products are offered by prospectus only. For more complete information and to carefully consider the securities offered, including investment objectives, risks, charges, expenses and fees, please request a prospectus from your registered representative. Please read it carefully before you invest or send money.
    • Investing entails the risk of loss of principal and should be taken into consideration before any investment is made.
*Securities offered through GWN Securities, Inc. Member FINRA/SIPC (561) 472-2700
11440 N Jog Road
Palm Beach Gardens, FL 33418