Don H. Gass
One of Don Gass’ early, very personal experiences in the financial
planning industry – delivering a life insurance claim check to a disabled
woman in her late fifties – shaped his approach and commitment to
a profession that would enable him to enhance people’s well being.
Later in his career, he became known as “Uncle Don” to colleagues
and customers who sought his advice on a range of issues.
Don Gass brings to IPI an abundance of business management and
people skills to excel in serving his clients and helping them manage
their financial lives. Don applies his broad financial knowledge
to helping clients make informed financial decisions using a
comprehensive, “big picture” approach. He seeks to maximize benefits
for his clients by bringing investments, insurance and retirement,
estate and tax planning into one plan to minimize or eliminate gaps
that can leave families under-prepared and under-protected.
Don takes a team approach and works with a tax advisor, insurance
agent, attorney and other professionals whose input will enhance the
integrity of the financial plan over the long term. He also ensures
that the overall plan is appropriate for risk tolerance and growth
objectives and efficient for diversification, insurance coverage and tax
purposes. Don makes complex financial management issues easier
for his clients to understand so plans are easier to implement.
Don is a Life Underwriter Training Council Fellow (LUTCF). He holds
FINRA Series 6, 7 and 63 licenses and is licensed to provide life, health, fire and allied lines of insurance.