Effective wealth management is comprehensive and ongoing.
We work with you at every stage and as your needs change. We leverage decades experience managing wealth and some extraordinarily unique challenges as we approach your wealth management requirements.
GFG Wealth Management Service Specifics:
Comprehensive Planning • Fee-Based Services • Non-Fee Based Services • Educational Funding • Cash-Flow Analysis
Asset Allocation & Management • Customized Portfolio Design • Discretionary Accounts • Separate Accounts • Unified Managed Accounts • Financial Education Seminars
Business Planning & Executive Benefit
Non-Qualified Retirement Plans • Business & Succession Planning • Buy/Sell Funding • Key Person Insurance • Deferred Compensation • Salary Continuation Plans
Estate & Charitable Planning
Estate Tax & Transfer Analysis • Tax Reduction Strategies • Gifting Strategies • Charitable Giving • Planning For Children with Special Needs • Survivor Planning & Services
Life Insurance • Institutionally Owned Life Insurance • Long-Term Care • Disability Income Protection • Impaired Risk Underwriting • Medicare Supplement Plans
Income Distribution Planning • Retirement Income Strategies • Lump Sum Distributions • Stretch IRAs • IRAs & Roth IRAs • 403B & TSAs • 401k, Pension & Annuity Planning
Tax Planning (offered by Gassman & Gassman CPA PC)
Income Tax Planning • Trust Tax Planning • Business Tax Planning • Tax Planning • Withholding & Estimated Tax Analysis • Government Representation.