You may no longer earn a paycheck but your assets can still work for you. Managing your investment assets, anticipating retirement expenses, planning for long term care and avoiding probate are all part of a complete retirement plan. Get in touch with us and let GFA Investment Management help you meet your retirement needs.
Planning for a College Education
Planning for the cost of education can be a daunting task. "GFA’s Investment Management team has helped us sort out all the options and worked with us to develop a plan that worked for us."
Managing the Loss of a Loved One
Losing someone you love is difficult enough. Then come all the many logistics and loose ends, weighing on top of your grief. Among them, tying up a lifetime of finances – a necessary, yet potentially overwhelming process –Let GFA Investment Management keep you prepared.
Take your first step toward creating a financial plan today. Whether you're just getting started or just starting to pay attention, we can help. GFA Investment Management can help you figure out what you have, prioritize your goals and offer tools and resources to help you pursue them.
Guided Wealth Portfolios
Guided Wealth Portfolio (GWP) is a sensible investment solution to consider, whether you’re just getting started or have been saving for a while. Our GWP tool uses proprietary software to develop a personalized investing plan that will help you pursue your long-term financial goals. You’ll enjoy the ease and convenience of online account opening and management while still having support from our Investment Management team.
GFA Investment Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to work toward growing, protecting, and conserving our clients’ wealth by delivering an unprecedented level of personalized service and experience.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.
Just starting out and have $5,000 to invest, our Guided Wealth Portfolio platform may be just right for your needs - plus we are here for any of your questions.
Do you have old retirement accounts that have not been looked at in a while – let us help
Nearing retirement, or need detailed financial planning, our comprehensive financial planning and investment management program may meet your need for a more detailed plan.
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