01. About Us

We are Financial Advisors providing retirement services in The Outer Banks, NC and Hampton Roads, VA. Today, the professionals of Gentry Financial Services focus on helping entrepreneurs, executives, and their families successfully navigate the complexities of planning for and living in retirement.

02. Independent Advice

Since 2003 Robert Gentry has been an Investment Advisor Representative with Lincoln Financial Securities Corporation. That means that you receive objective advice that's in your best interest. As an independent advisor, I can meet clients' tough challenges with sound, unbiased advice. I have no vested interests and no proprietary products to sell.

03. Our Process

You realize that a one-size-fits-all approach does not take into account your unique personality, your special situation, and your desires. Above all, you want advice that suits you. The 6-Step Financial and Retirement Planning Process may be your answer. For more about this Financial and Retirement Planning Process . . .

Our Services

 

Personal and Family Financial Planning

 

Retirement Planning

 

Retirement Management

 

Investment Management

 

Asset Preservation and Risk Management

 

Buy-Sell Agreements

 

Creating Business and Personal Liquidity

 

Coordinating Business Benefits with Your Personal Benefits

 

Education Funding

 

Insurance Planning

 

Elder Services

 

Long-Term Care Options

 

Tax Strategies

 

Estate Planning

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Our Team

"I am a trusted advisor for my clients providing investment management, insurance, financial and estate planning serving the Outer Banks of NC and the Hampton Roads area of VA."

Blogs

Thinking of Retiring?

Not sure if you have enough money to retire? Wondering how much more to save per month? Curious about rates of return and their impact on retirement savings? Want to see how the power of saving early in your career can benefit you later?

Click Here To Use Our Retirement Planning Calculator