Gast Freeman Troyer Team

06/03/2026

We are celebrating that Amanda Luetkemeyer has been part of the GFT Moneta team for five years! Initially a Client Service Administrator, she grew into her role as Client Service Manager due to her outstanding commitment to precision for every task. Amanda prioritizes anticipating client needs and exceeding expectations. Her enthusiasm within the team is infectious!

06/03/2026

When things go wrong, preparation matters more than ever.

Gather the facts. Work the problem. Choose the best path forward.

That’s how real financial planning works, too.

Find more insights on our channel.

Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.

06/02/2026

That's really what financial planning comes down to for us. When life gets hard — and it does for everyone — we want our clients focused on what actually matters, not worrying about money.

If that's the kind of relationship you're looking for with a financial team, we'd love to connect.

06/01/2026

Life has a way of changing the plan.

A career transition. A health scare. A kid who decides college isn't for them. A market that doesn't cooperate.

None of us can predict what's coming — but we can make sure that when something does, your financial plan isn't the thing that falls apart.

That's really what we spend most of our time doing for the families we work with at Moneta. Not just building a plan for the life you have right now, but building one flexible enough to handle the life that actually shows up.

If you ever want to talk through where you are and whether your plan still fits, we're always here for that conversation.

📩 Reach us at

About the Team As Your Family CFO, we are financial advisors for life’s big decisions. No matter what stage you’re at on your wealth journey, we go to great lengths to build a better, closer relationship with you. That means that you can expect exceptional personal attention, access to in-house....

05/30/2026

Not every opportunity moves you forward.

Sometimes ”shiny objects” just distract you from what matters most.

Clarity comes from knowing what you actually want. A good advisor asks questions to help you define what matters most.

Find more insights on our channel.

Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.

05/29/2026

Winning can actually make you less focused.

That’s why the best athletes stay intense, even after success.

Because what worked before won’t always work again.

Your advisor should help you plan for contingencies.

Find more insights on our channel.

Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.

05/28/2026

When you're winning, you’re not inclined to keep adjusting.

But that’s exactly when you need to stay sharp.

Success doesn’t mean you’ve arrived- it means you need to keep evolving.

A good advisor will keep you focused.

Find more insights on our channel.

Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.

05/27/2026

When you’re in the middle of life, it’s hard to see the bigger picture.

Most people are focused on what’s right in front of them: careers, family, responsibilities. That’s normal.

But life is a series of seasons. And each season brings new challenges and opportunities.

Sometimes the most valuable thing is having an advisor help you step back and remind you of what’s ahead, not just what’s urgent today.

Know someone who might relate? Feel free to share.

Learn more here: https://bit.ly/4nEVXJ0



Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.

05/19/2026

The money part matters. But it's not really what we do.

What we actually do is help people navigate life — the big wins, the unexpected turns, the plans that shift and the ones that finally fall into place. That's what makes this work meaningful.

Grateful for every person who has trusted us with that journey. 🙏

05/15/2026

Retirement timing is not just a financial decision; it is a personal one based on many factors..

You can run the numbers, model the scenarios, and still come back to questions that are hard to measure. What feels right for you and your family? What kind of life do you want next? How much certainty do you need before making a change?

This clip explores how mindset shifts over time and why retirement does not look the same for everyone.

Listen now at https://bit.ly/4cO8dTJ or your favorite podcast app.

Whether you want to work forever or to retire the first day possible, I’m here to talk realistically about the path toward what matters most to you.



Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.