Welcome to GFH Financial!
Our #1 goal is to provide our clients with clear, concise, and reliable wealth management solutions. We accomplish this by operating independently, without bias, and fostering open and direct dialogue in straight forward, easy to understand terms. Honesty and integrity are at the core of our decision making process. We take great pride in understanding the big picture, and above all, place our clients interests above those of our own. These values/attributes, we believe, are what distinguish us from the others within our profession.
We focus on:
- Wealth Management Strategies for Individuals / Families
- Employee Benefits - Large & Small Businesses
Leveraging two decades of financial services industry experience, we provide services in the following topics:
- Investment Planning Strategies
- Income Tax Planning Strategies
- Insurance Planning Strategies
- Retirement Planning Strategies
- Employee Benefits
- Estate Planning Analysis
- Charitable Giving
- Succession Planning Strategies
- Special Needs Planning Strategies
- College / Education Planning Strategies
CALL US TODAY! PERSONAL CONSULTATION & PORTFOLIO REVIEW
One of the most common questions people ask about Social Security is when they should start taking benefits.
Knowing your options when a CD matures can help you make a sound investment decision.
Knowing the rules may help you decide when to start benefits.
Tax preparation may be the perfect time to give the household budget a check-up.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are hundreds of ETFs available. Should you invest in them?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There’s an alarming difference between perception and reality for current and future retirees.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.