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GFC Planning Launched as New Independent Firm by Former Morgan Stanley Advisor and U.S. Army Veteran

GFC Planning is proud to announce that it has officially launched as an independent registered investment advisory firm.

Headquartered in Woodbury, MN, GFC Planning provides personalized financial planning and investment management services to help clients pursue their goals, protect and grow their assets, and bring clarity to their financial future.

The firm was founded by Lance Huebner, CFP®, a United States Army combat veteran with 15 years of experience in financial planning, investment management, and client service. Prior to GFC Planning, Lance spent over a decade as a financial advisor at Morgan Stanley. He served in Iraq in 2005, earning a Purple Heart for injuries sustained in battle, as well as an Army Commendation Medal for meritorious service. He is also an alumnus of the University of Minnesota.

“We created GFC Planning to help people transform financial complexity into clarity,” said Lance Huebner, Founder at GFC Planning. “Our mission is to help people feel more confident in their financial life by addressing what matters most to them, building long-term strategies aligned with their goals, and offering clear, step-by-step guidance to help make the most of their money at every stage of life.”

GFC Planning takes a collaborative approach – working with each client to understand their personal values, vision, and legacy goals and creating a tailored plan to pursue long-term outcomes. Key focus areas include cash flow planning, investment management, retirement planning, tax planning, insurance planning, and gifting and estate planning.

The name “GFC” stands for God, Family, and Community, a quiet reflection of the firm’s foundational purpose and a reinforcement of its commitment to four core values: Delivering High-Quality Work, Doing the Right Thing, Treating Everyone with Respect, and Giving Generously.

“We are a culture driven to serve clients and make financial advice personal, flexible, and focused entirely on what’s best for them,” added Lance Huebner. “As an independent firm, we now have the freedom to take that to a new level – hiring the right people, expanding our services, and choosing the right tools and strategies to deliver an exceptional service experience without the complexity and conflicts experienced at many big firms.”

The GFC Planning team is committed to the highest standards of integrity, discipline, and client focus. They will be supported by trusted resources, including Sanctuary Wealth, an industry-leading platform for independent advisors that provides access to an array of technology, infrastructure support, investment vehicles, and unique opportunities.

About GFC Planning

GFC Planning is an independent advisory firm focused on providing personalized financial planning and investment management services to help you pursue your goals, protect and grow your assets, and bring clarity to your financial future. For additional information, please visit: www.gfcplanning.com.

Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. GFC Planning is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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