Our mission at The Gemini Group is to partner a knowledgeable and experienced team of professionals who can manage your unique investment objectives and circumstances. As we’re all independently functioning, experienced advisors, we believe a team is really only justifiable if the whole is greater than the sum of the individual parts: We believe we are able to effectively serve the needs of retirement planning, estate and trust work, pensions and general investing. Whatever your particular circumstances are we have many corresponding levels of planning for your REAL MONEY, REAL LIFE requirements.The world in which investments function doesn’t seem to be getting any simpler as time goes by. One fair criticism of our “American Way” is that it puts so much pressure on the individual. I believe it can be a tremendous benefit if the individual can enlist the support of a team to help lighten that load. Just as we go through different stages of our lives, there are corresponding stages of investing: Accumulative, Preservative and Distributive. Keeping on track with your personal investment timeline can made easier by having a Financial Plan. It will be an honor to build a plan specifically for you.Securities and investment advisory services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor.The Gemini Group is a team name used by Advisors affiliated with Waddell & Reed for marketing purposes only.