Doug Gjerde

About Doug Gjerde

Doug\'s specialty is helping guide families on their journey to work toward becoming financially confident retirees. He focuses on retirement planning, particularly lowering taxes in retirement. Lowering taxes may extend your retirement savings and provide you with extra money in retirement by avoiding invisible pitfalls. To join Ed Slott\'s Elite IRA Advisor GroupSM, Doug spent many hours in seminars and completed exams. He has gained tax reduction knowledge and skills in safeguarding retirement assets because of his ongoing education. Doug teaches workshops on taxes in retirement.Before he joined the Air Force, Doug earned a degree in Electrical Engineering and worked in the semiconductor business. He served in the Air Force from 1985 to 1992, flying as a navigator and bombardier on B-52s and rising to the rank of Captain. The skills he developed navigating complex operations were well-suited for leading people on the road to, and through, their retirement risks. Doug has a Masters in Business Administration (MBA) and is also a CERTIFIED FINANCIAL PLANNERTM. It was only natural for him to achieve the Certified Exit Planning Advisor credential since he had previously earned the CFP® in addition to his prior years advising company owners.Doug is also passionate about helping people in the community and around the world. He is a fan of Rotary International. He has been an active member of the Packerland Sunrise Rotary Club since 2017. As a member of Rotary, Doug is dedicated to the organization\'s goal of improving our world through literacy and peace, as well as water and health.Even though he has lived in seven different states, Green Bay has been his home for the longest time. Doug lives here with his wife, Anita. They raised three children here: Eric, Annie, and Ben. Anita is a contract administrator for the Veterans Administration. Both love camping, kayaking, hiking, and biking.

Experience

1. Managing Partner, Wealth Advisor

   Heritage Financial Partners, Llc

   Jul 2006 — Present

   We help guide middle-class millionaires in their journey to work towards becoming and staying financially secure in retirement. We assist families in gaining and maintaining clarity and confidence using our five-step approach, which has been perfected over 30 years. It\'s a big step to retire or sell a business, which is why you don\'t want to trip over it. We guide professionals and families in becoming organized and prepared for the third stage of life.Services:Financial PlanningOur team of financial advisors will design a plan to evaluate your current financial situation and help direct you toward true financial freedom.Retirement PlanningWe’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-steps process.Tax PlanningOur team reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.Investment ManagementOur disciplined, time-tested investment strategies provide your portfolio with proactive service you need to pursue your goals.Estate PlanningOur estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.Ed Slott’s Elite IRA Advisor Group is a group of financial professionals who pay a fee to attend a seminar that explores regulations, tax updates and other issues regarding individual retirement accounts. It does not qualify a financial professional to provide investment recommendations, or advice. Ed Slott and Ed Slott’s Master Elite IRA Advisory GroupSM are not affiliated with CWM, LLC.

Education

• Rensselaer Polytechnic Institute

  MBA, Management

  1989 — 1991

• Northern Illinois University

  BS, Electrical Engineering

  1981 — 1983