GT Financial Advisors, LLC

Directions Website Contact the business

GT Financial Advisors, LLC As independent professionals, our loyalty is with our clients. Office locations in Woodbury, MN and Fort Myers, FL member FINRA/SIPC. or its affiliates.

Our focus is on offering objective advice that is in our client's best interest, without being tied to any specific product or service. We believe this is the key to providing customized strategies needed to meet our client's individual financial planning needs. As trusted advisors, our firm believes in maintaining the highest degree of integrity and professionalism. Making solid financial decisions doesn’t have to be confusing. By using our straightforward techniques, we help guide our client's to choose strategies to make the most of their money with the goal of having a comfortable retirement. For new clients, we begin with a comprehensive independent analysis of your entire financial profile. We use our extensive knowledge and experience to tailor each individual client’s portfolio with appropriate investment products consistent with their specific needs. Our success is measured by cultivating long-term client relationships. GT Financial Advisors is a network of independent financial advisors that launched in 1992. Please contact us if you'd like to ask a few questions, set up a phone conference or schedule an in-person meeting to review your financial situation. Our Specialties:

Financial Planning ~ Investment Management ~ Wealth Management

Tax Efficient Income Strategies ~ Higher Education Funding

Small Business Retirement Plans.


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This is not an official site of Osaic Wealth, Inc. The opinions expressed by participants are those of the participants and are not those of Osaic Wealth, Inc., or its affiliates. This site may contain links to articles, comments, or other information from a third-party. Osaic Wealth, Inc. or its affiliates do not endorse or accept responsibility of third-party content. This content has not been reviewed by Osaic Wealth, Inc. or its affiliates for completeness or accuracy. Client or Prospective Client Service Disclosure: All questions or concerns must be directed through the business email address or phone number listed in the profile or information section. Please do not use the Social Media email feature to send email messages regarding concerns. Transaction or customer service requests cannot be taken through this site. Services are only available in jurisdictions where the Representative is licensed and registered to conduct business. Please contact the Representative or refer to their business website for a list of these states. Neither Osaic Wealth, Inc. nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

There’s something special about taking a moment to pause and celebrate together. ✨ We enjoyed a wonderful dinner to reco...
10/22/2026

There’s something special about taking a moment to pause and celebrate together. ✨ We enjoyed a wonderful dinner to recognize the achievements we've reached as a team, and it was a great reminder that success is built through shared effort and collaboration. Grateful for this team and proud of what we've accomplished together.🥂

Do you have a business? If you do, or you’re considering starting one, have you updated your estate plan with your busin...
10/20/2026

Do you have a business? If you do, or you’re considering starting one, have you updated your estate plan with your business in mind? Talk with your trusted financial professional about how this might be handled.

💙 What a beautiful day to Brunch in Blue! GT was proud to sponsor the 4th annual Angelman Syndrome fundraising event at ...
10/12/2026

💙 What a beautiful day to Brunch in Blue! GT was proud to sponsor the 4th annual Angelman Syndrome fundraising event at CHS Field yesterday. Between the sunshine, smiles, and incredible community support, more than $45,000 was raised for Angelman syndrome research!

Angelman syndrome (AS) is a rare neuro-genetic disorder that affects approximately 1 in 15,000 live births, or about 500,000 people worldwide. Because AS shares characteristics with conditions such as autism, cerebral palsy, and Prader-Willi syndrome, misdiagnosis can be common. Signs often appear in early childhood and may include walking and balance challenges, gastrointestinal issues, seizures, and little to no speech.

While these challenges are significant, one thing that stands out about the Angelman community is joy. Individuals with AS are often known for their happy, excitable nature, lighting up every room with their smiles, laughter, and contagious spirit. ✨😊

Something anyone will tell you about their family is that things are always changing. Marriages. Births. Transitions, su...
10/06/2026

Something anyone will tell you about their family is that things are always changing. Marriages. Births. Transitions, such as your children growing up and starting their own lives. And some of those changes are more somber and require some reflection. No matter what’s happening in your family, these changes affect your estate planning. Not only do you need to do it for your family, you need to keep it updated for them, as well.

🧸☕ Today is National Coffee Day! ☕🎉Whether you're a latte lover, cold brew fan, or classic black coffee drinker, today i...
09/29/2026

🧸☕ Today is National Coffee Day! ☕🎉

Whether you're a latte lover, cold brew fan, or classic black coffee drinker, today is the perfect excuse to treat yourself to an extra cup.

Do you share the same favorite coffee shop beverage with any of our team? 🤎

🍁 From crisp mornings to cozy sweaters and pumpkin-spiced everything, this is the perfect season to reflect on your fina...
09/22/2026

🍁 From crisp mornings to cozy sweaters and pumpkin-spiced everything, this is the perfect season to reflect on your financial strategy. Whether you're savoring the autumn air or tackling your Q4 goals, take a moment to enjoy all the little things that make fall feel so special. ✨

For decades, the focus was on accumulating. Saving, building, preparing. Retirement flips that dynamic.Suddenly, the goa...
09/15/2026

For decades, the focus was on accumulating. Saving, building, preparing. Retirement flips that dynamic.

Suddenly, the goal is to draw on what you’ve built, coordinate multiple income sources, and balance today’s spending with what’s ahead. Life expectancy data suggests many retirees may spend 20 or more years in this next chapter.

That’s not a footnote. It’s the whole story.

The early years of retirement are worth being intentional about. The routines you establish, the way you approach your time and your finances, tend to set the tone for what follows.

That’s something worth talking about.

Source
OECD Life Expectancy at Age 65, 2026

One of the biggest changes in retirement isn’t financial. It’s social. Work provides structure, sure. But it also provid...
09/08/2026

One of the biggest changes in retirement isn’t financial. It’s social. Work provides structure, sure. But it also provides community. Colleagues, shared goals, and a reason to be somewhere at a specific time.

When that falls away, many retirees find themselves rebuilding their social lives from the ground up. Community groups, volunteer organizations, and new social circles often fill the gaps, but it takes time.

Research shows that more than one-quarter of adults age 65 and older volunteer each year. That’s not a coincidence. For many people, contributing to something larger is part of what makes retirement feel meaningful. If you’re navigating this transition, you’re not alone.

Source
AARP, May 28, 2025

"Nothing ever comes to one that is worth having except as a result of hard work." (Booker T. Washington) We appreciate t...
09/07/2026

"Nothing ever comes to one that is worth having except as a result of hard work." (Booker T. Washington) We appreciate those who work hard every day. Happy Labor Day!

The first year of retirement brings a shift that’s bigger than most people expect. Your schedule opens up.Your income so...
09/01/2026

The first year of retirement brings a shift that’s bigger than most people expect.

Your schedule opens up.

Your income sources change.

The rhythms you’ve built over decades are replaced by something new and unwritten.

For many retirees, that first year is less a finish line and more a starting point. It’s a chance to experiment with routines, revisit long-postponed interests, and figure out what this next chapter actually looks like for you.

Address

539 Bielenberg Drive, Suite 210
Woodbury, MN
55125

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3pm

Alerts

Be the first to know and let us send you an email when GT Financial Advisors, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to GT Financial Advisors, LLC:

Shortcuts

Share