The Loskill Difference
ABOUT US
Loskill Financial Group stands apart from traditional advisory firms by offering a balanced approach to retirement planning, focusing not just on market-driven investments but on comprehensive income planning and asset protection. While many firms prioritize wealth accumulation, Dave and GayLynn specialize in ensuring their clients don’t outlive their savings by creating structured income plans that include both market-based growth and guaranteed income streams.
A key differentiator is Dave’s proprietary retirement planning software, which he personally developed and licensed to help stress-test portfolios against market downturns, inflation, and unexpected expenses. This cutting-edge tool provides clients with a clear picture of how their financial plan will hold up in different economic scenarios, allowing for strategic adjustments and long-term confidence in their retirement security.
As a husband-and-wife team, they bring a unique dynamic to financial advising. GayLynn provides compassionate listening and careful planning, while Dave takes a strategic, solution-driven approach. Clients appreciate this dual perspective, which ensures both emotional support and financial security throughout the planning process.
Additionally, their firm offers more than just investment management by including Social Security optimization, estate planning coordination, and tax-efficient strategies, aiming to address multiple aspects of a client’s financial future. Their ability to provide a comprehensive, personalized approach is what helps sets them apart from traditional advisors.
Founders & Team Through the Years
Loskill Financial Group was founded after Dave and GayLynn personally experienced the devastating effects of poor financial advice. In 2008, during the economic downturn, their investment advisor failed to communicate or take action, resulting in a 50% loss of not only their retirement savings but also their business equity. This forced them to make significant lifestyle changes, including selling their home and borrowing to sustain their business.
During this difficult time, they realized how critical proper financial planning is to a secure retirement, and they became determined to help others avoid similar hardships. After years of study and experience, they obtained the necessary licensing to offer a range of financial solutions designed to help clients pursue their financial goals, including both asset protection and growth-oriented options. Their firm has since evolved into a full-service financial planning practice, committed to protecting clients from unnecessary losses while ensuring their long-term financial success.
Despite the firm’s growth, their core values have never changed—faith, integrity, and a genuine passion for serving others. Dave and GayLynn believe their work is a calling, not just a career, and they are dedicated to guiding each client with honesty, diligence, and care.
Helping Families Navigate Life’s Transitions
Supporting you through life’s challenges, every step of the way.
Over the years, Dave and GayLynn have walked many clients through some of the most difficult transitions of life, particularly the loss of a spouse. One of the most common concerns they hear is, “If something happens to me, I want to know my spouse will be taken care of.” Because of their detailed financial planning, they have seen firsthand how their strategies provide immediate security and comfort in times of grief.
They encourage clients to take a proactive approach to financial planning so they can find themselves better prepared for life's unexpected challenges. In one case, a client who had planned ahead was able to focus on healing after a personal loss, knowing that their financial security was in place. Proactive planning can help reduce financial stress, allowing individuals to concentrate on what matters most during challenging periods.
The Loskills have attended clients’ funerals, supported surviving spouses through transitions, and witnessed how their planning efforts ensure that financial security remains intact even in the face of life’s hardest moments. They believe financial planning isn’t just about numbers—it’s about preparing for the inevitable ups and downs of life with confidence and peace.
The case study presented reflects the specific circumstances of one client and should not be considered a guarantee that another client or potential client may experience the same or certain level of results. This is for informational purposes only and should not be construed as investment recommendation or solicitation. Names have been changed to protect the anonymity of clients, and are not testimonial in nature.