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Capabilities Presentation Presented By: Josh Huster 287846 03/2011

GCG Capabilities - Josh Huster

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This slide share is a presentation of what I can offer and the resources available to me as a Financial Advisor with GCG. I invite you to take a minute and check it out - Josh

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Page 1: GCG Capabilities - Josh Huster

CapabilitiesPresentation

Presented By:Josh Huster

287846 03/2011

Page 2: GCG Capabilities - Josh Huster

• GCG Financial is a premier financial services firm offering a wide range of quality financial products, insurance and employee benefits programs to all types of businesses as well as individuals.

• With over 30 years of experience, GCG Financial has built a tradition of “doing what is right” and a trademark of “service that excels”

• Our mission is to enhance the financial security of our clients by providing innovative solutions and the resources, expertise and support necessary to deliver an exceptional client experience

• We have over 30,000 individual clients and 4,000 corporate clients nationwide.

• Ultimately, our success is measured by the strength of our relationships.

Who is GCG

Page 3: GCG Capabilities - Josh Huster

Specialists and Expertise Across Disciplines

GCG experts keep current on financial products, tax laws, advanced concepts, and legislation that impacts our clients.

Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC.

GCG Financial, Inc. and Securian Financial Services, Inc. operate under separate ownership.

This information should not be considered as tax or legal advice. You should consult your tax and/ or legal advisor regarding your own situation.

Page 5: GCG Capabilities - Josh Huster
Page 6: GCG Capabilities - Josh Huster

Our Services

You and Your Family

• Financial Planning*

• Personal Insurance

• Investment Strategies*

• Property Insurance

• Casualty Insurance

• Liability Insurance

* Offered through Securian Financial Services

Your Business and Employees

• Employee benefits

• Executive Benefits

• Business Continuation

• Property Insurance

• Casualty Insurance

• Liability Insurance

• Comparative Survey Data

Page 7: GCG Capabilities - Josh Huster

Services: You and Your Family

• Financial Planning* Life Planning Retirement Planning Estate Planning College Planning

• Personal Insurance Life Insurance Disability Insurance Long Term Care Insurance Health Insurance

* Offered through Securian Financial Services

• Investment Strategies* Managed/Brokerage Accounts Mutual funds Annuities Rollover, Traditional and Roth IRA’s

• Property Insurance Homeowners Personal Automobile Umbrella Liability

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Page 8: GCG Capabilities - Josh Huster

Services: Your Business and Employees

Business Continuation• Exit Strategies

• Buy Sell Funding

Employee Benefits• Group: Health, Life, Disability,

Dental and Vision

• Voluntary Benefits

• Retirement Plans

• Enrollment Services

• Financial Education Workshops

• International Benefits

• Wellness

Executive Benefits• Deferred Compensation, SERPs

and Carve Out Plans

• Bonus Plans

Property/ Casualty Insurance• Property Insurance

• Worker’s Compensation

• General Liability

• Automobile

• Umbrella Liability

• Professional Liability

• Directors & Officers Liability

• Claim and Loss Control Services

• Surety Bonds

Page 9: GCG Capabilities - Josh Huster

GCG’s Service Model

We provide an outstanding service experience for each of our clients.

Our advisors, specialists and support staff use GCG’s Service Model to assure that you receive independent expert advice backed by an ongoing plan of communication. Our dedicated teams are committed to your day-to-day needs, servicing your account effectively and successfully.

1. Goals. We will work together to discover the results that you would like to achieve.

2. Status. We gather the information necessary to understand your current plans, strategies and financial commitments.

3. Objectives. We quantify and prioritize each of the steps necessary to achieve your goals.

4. Recommendations. We develop and present a combination of ideas, products and services that are designed to meet your objectives.

5. Implementation. We work closely with you and, if appropriate, your other advisors to ensure successful execution of the recommendations.

6. Monitor and Review. We create a customized plan of communication that is designed to meet your information needs and assures that the implementation remains appropriate, effective and on target.

Page 10: GCG Capabilities - Josh Huster

• Customized and innovative solutions

• Distinguishable client service – “service that excels”

• Commitment to “doing what is right”

• Strong, lasting relationship building

What Our Clients Expect from GCG

Page 11: GCG Capabilities - Josh Huster

Joshua Huster is a Financial Advisor at GCG financial, Inc. and a Registered Representative with Securian Financial Services, Inc. member FINRA/SIPC. He is licensed in Life and Health Insurances and holds Series 7 and Series 66 registrations. He

Joshua Huster

In addition to Josh’s personal knowledge and dedication, Josh is part of the Matt Schlaepfer Team, contributing Matt Schlaepfer’s 25 years of experience, professionalism, and success to Josh’s practice.

Josh lives in Downtown Denver, CO in the Lodo area where he enjoys supporting his beloved Colorado Rockies, Denver Broncos, and Denver Nuggets. He also enjoys golfing, playing tennis, pick-up basketball, and the occasional trip to his home town of Winter Park, CO for either a weekend of skiing or hiking and camping.

graduated From the University of Colorado Boulder where he earned his Bachelor of Science in Business Administration with an emphasis in Finance.

Josh’s objective is to develop long term relationships with his clients while providing the resources, expertise, and support necessary to help them achieve their financial goals.

Page 12: GCG Capabilities - Josh Huster

Contact Us

Joshua HusterFinancial Advisor

303-220-3253

[email protected]

Corporate HeadquartersGCG Financial, Inc.

7807 East Peakview Ave., Suite 250, Greenwood Village, CO 80111

303-770-9970

www.gcgfinancial.com

Additional LocationsBannockburn, Illinois

Oak Brook, Illinois

Springfield, Illinois

Bloomington, Illinois

Glen Ellyn, Illinois