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

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CALL US TODAY!   PERSONAL CONSULTATION & PORTFOLIO REVIEW 

760-448-6440

Helpful Content

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.