We’ve made it our mission to help provide our clients with complete financial peace of mind. This is accomplished through holistic philosophy; focusing on relationships, respect, commitment, confidence and expertise. GFS strategies focus on accumulation, distribution, protection and performance, but most importantly asset allocation and protection.
We focus on the big picture for our clients, considering all aspects of financial planning, not just your investments. That’s why we review recent tax returns, all investment plans, your existing debt structure, short and long term savings vehicles, insurance plans and legacy documents, to ensure each client has a comprehensive and customized plan that meets their individual goals.
GFS strives to educate our clients on all financial vehicles available in today’s market. Using these vehicles effectively, we then build a customized M.A.P. (Money Access Plan) which becomes the blueprint for the future.
Our firm does not give legal advice, but we have partners who do. Our firm does not give tax advice, but we have partners who do. We work for our clients, not financial institutions. Our clients are presented with accurate and complete information when formulating financial strategies as well as ensuring these strategies are properly implemented.
As specialists in life insurance and wealth transfer strategies, we help you understand the impact your financial position will have on your heirs and how to make sure your nest egg takes care of you and those you care about most.
We Offer
Financial Planning
A financial professional can apply his or her skills to your specific needs. Just as important, you have someone who can answer questions about things that you may find confusing or anxiety-provoking. When the financial markets go through one of their periodic downturns, having someone you can turn to may help you make sense of it all.
Retirement Planning
You may have a very idealistic vision of retirement planning–doing all of the things that you never seem to have time to do now. But how do you pursue that vision? There’s good news: Retirement planning is easier than it used to be, thanks to the many tools and resources available. Here are some basic steps to get you started…
Create Your M.A.P.
Having a plan to get at what you need when you need it is the core of financial planning. Developing a “Money Access Plan” or M.A.P. isessiential .