What Does Independence Mean To You?

Every advisor’s path is different. But for many, independence can feel more complicated than expected—shaped by information overload, disjointed systems, and the constant struggle to manage it all.

Join us for an exclusive event hosted by Gestalt to explore how supported independence can restore clarity, lighten the load, and bring your vision to life—without giving up control.

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Real Solutions for Real Independence

Simplify systems, streamline processes, and reclaim your time.

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Connection without Competition

Build relationships with advisors who understand the journey and share your commitment to authentic independence.

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Fresh Perspectives on Growth

Discover new ways to scale without losing your purpose or personal touch.

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Inspiration that Lasts

Step back, reset, and return to your practice with renewed focus and practical strategies you can start implementing immediately.

Our vision is to build a community of independent financial professionals who redefine the future of financial planning - where FREEDOM, TRUST, and FIRST PRINCIPLES guide every client relationship.

Josh Curtis

Managing Member,

Gestalt Financial Group

Join Us!

Beautiful Hollywood Beach, Florida is waiting for you!

Securities and Investment Advisory Services offered through Simplicity Investments Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor, 475 Springfield Ave. Summit, NJ 07901. 303.979.9080.

Gestalt Financial Group is not affiliated with Simplicity Investments or TLG Advisors.