Financial Planning & Wealth Management Strategies

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
  •   Insurance

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




Helpful Content

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.