Financial Planning
Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing.
Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.
Investment Planning
While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal.
Estate Planning
People spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries. Without proper planning, a person’s death can create significant hardships on the people for which the estate was created.
The best way an individual or family can plan for their future is to understand what services are available in the marketplace and how to leverage these resources. We offer insight to our clients that explain the importance of having an investments and savings strategy to pursue long-term financial independence. We will work to develop a comprehensive plan that is based on asset accumulation and preservation based on investment strategies.
G&W Wealth Management does this through the following process:
- Meet individually to discuss goals
- Evaluate the current financial situation
- Develop a personal financial plan to pursue short-term and long-term goals
- Implement the financial plan
- Continually monitor and review the personal financial plan
