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
A change in your mindset during retirement may drive changes to your portfolio.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
At what point can you call a personal vehicle commercial?
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
A quick history of the Federal Reserve and overview of what it does.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It's easy to let investments accumulate like the junk in a junk drawer.
Are you ready for retirement? Here are five words you should consider.