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Achieving Financial Autonomy Together

Financial Planning & Investment Management


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You’ve Worked Too Hard to 

Not Have Enough Through Retirement

Find Answers | Soothe Your Fears | Enjoy Retirement


Common Questions Clients Ask Us

  

 Can I afford to retire?

 Should I pay off my mortgage?

  

 Do I really need a trust?

 Do I still need insurance?

  

Am I making the most tax-wise decisions?

When can I retire?


What Are You Wondering About Your Retirement?

ASK US!


Finding Your Financial Autonomy

Serves As Our Guiding Light

Together, We Examine & Implement Important Financial Decisions in Our Effort to Achieve Financial Autonomy.


Working with an experienced, independent firm like ours brings you access to the financial education, confidence and transparency needed to successfully transition into retirement.



Our Advisors Have Helped Clients Just Like You:


Enjoy the Transition Toward Retirement

Maximize Retirement Income Sources

Leave a Meaningful Legacy


Interested in Learning How We Can Help You?

GIVE US A CALL

Get to Know Your Financial Guides

Whether you’re celebrating a new grandchild or looking for ways to save for retirement or a little bit of both, we are here to help. Serving as a trusted guide, we partner with hardworking professionals like you to prepare tailored financial plans built to meet your needs for today while thinking about tomorrow.


Our Firm At a Glance


$100MM+

Over $100 million in assets under management

100+ Retirees

Over 100 clients successfully retired


2 CFP Professionals

2 Certified Financial Planner™ Professionals

33+ Years

33+ Years Serving as Fiduciaries



Meet Our Team

Who We Serve

We Enjoy Working With

 Professionals & families that want a solid financial plan in place

 Organizations looking to make a difference in the world

 Those transitioning to or settled in retirement 


To Help Others Achieve Financial Autonomy, Our Firm Values:


Autonomy

Learning

Connection

Resolution


Our Solutions:


Financial Planning


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Investment Management


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Wealth Management


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At GW Financial, Inc. Experienced Solutions Meet Transparent Pricing


VIEW OUR FEES

Are You in Charge of A Non-Profit or An Endowment?

We work with non-profits, organizations and endowments in balancing their financial obligations with their mission to make the world a better place.

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Interested in Working Together?

Follow These Simple Steps to Getting Started


Step 1

Complete Our Questionnaire



FILL OUT FORM

Step 2

Schedule a Call to Talk 





SCHEDULE NOW

Step 3

Achieve Financial Autonomy



GET STARTED

Welcome to GW Financial, Inc.

"An Investment in Knowledge Pays the Best Interest." - Benjamin Franklin

Financial Planning for Hardworking Professionals, Families & Nonprofits


GW Financial, Inc. is an independent, fee-only wealth management and financial planning firm focused on examining and implementing important financial decisions with clients in our effort to achieve financial autonomy.

Our simple approach to financial planning is designed to help you make the most of what you’ve already spent years working hard to earn and save. And as part of our fiduciary duty to always work in your best interest, we’ve aligned our success with your success by operating as a fee-only wealth management firm.


Get Started Today

SCHEDULE YOUR CALL

Ready to Navigate the Road to Retirement?

Get Prepared For the Twists and Turns Ahead

With “Making Sense on the Dollar”


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