About Bryan Gum – Financial Life Planner
If you're searching for Bryan Gum, a dedicated Financial Life Planner, you’ve come to the right place. My focus is on helping individuals, families, and business owners navigate their financial future with holistic financial life planning and a client-centered approach.
Previously, I worked at Triune Financial Partners (TriuneFP.com), where I provided comprehensive financial planning, investment strategies, and wealth management services to a diverse range of clients. Over the years, I’ve built strong relationships based on fiduciary responsibility, trust, and a deep understanding of each client’s personal financial goals.
Now, I’m continuing my mission to provide independent financial planning, retirement strategies, tax-efficient investing, and life planning to those looking for personalized guidance. Whether you’re a professional, a business owner, or preparing for retirement, my goal is to help you achieve financial peace of mind.
Services & Expertise
Financial Life Planning – Aligning money with your life’s purpose.
Comprehensive Wealth Management – Helping individuals and families grow and protect their assets.
Retirement Planning – Navigating 401(k), IRA, Roth conversions, and Social Security strategies.
Investment Strategy – Evidence-based investing with tax-conscious portfolio management.
Tax-Efficient Financial Planning – Smart tax strategies to optimize your wealth.
Estate & Legacy Planning – Ensuring your wealth is transferred according to your wishes.
Business Owner Financial Planning – Succession planning, business exit strategies, and cash flow optimization.
If you previously worked with me at Triune Financial Partners, you might be looking for a fiduciary financial planner who understands your financial background and goals. While I cannot directly solicit clients, I welcome those who find my work valuable to reach out.
For inquiries or to reconnect, please visit my contact page.