What We Do
Retire Confidently, Transfer Wealth Wisely
We focus on working with individuals and families who seek to establish a robust financial plan for their future. Specifically, we specialize in helping clients transitioning into retirement and those who wish to transfer $1 Million or more to their children or charitable causes during their lifetime. We take pride in providing our best efforts to support our clients in these important financial matters.
Working with GW Financial, Inc.
We know that working with a financial planner can bring up many questions and we want to help answer those as you look at working with GW Financial, Inc.
Working with a financial advisor involves partnering with a qualified professional who provides guidance and advice on managing your financial resources effectively. A financial advisor can help you create a comprehensive financial plan, including setting financial goals, establishing a budget, managing debt, saving for retirement, and investing in the stock market or other financial instruments.
Financial advisors have specialized knowledge and experience in tax planning, investment management, and retirement planning. They can provide expert advice on achieving your financial objectives while minimizing risk. They can also help you navigate complex financial decisions, such as buying a home, funding a child's education, planning for long-term care or, our expertise, transferring wealth into personal significance.
Working with a financial advisor typically involves an initial consultation to assess your current financial situation, establish your goals and risk tolerance, and develop a customized plan that aligns with your needs and objectives. Ongoing meetings and check-ins allow you to monitor progress, make adjustments as necessary, and stay on track toward achieving your financial goals.
A financial advisor can help you plan for retirement by assessing your current financial situation and developing a retirement savings plan tailored to your needs and goals. This may include developing a budget, setting a retirement savings goal, and creating an investment portfolio that is designed to help you achieve that goal.
A financial advisor can also help you determine the best time to retire based on your financial situation and goals, as well as help you develop a plan for withdrawing funds from your retirement accounts in a tax-efficient manner.
In terms of building a lasting legacy, a financial advisor can help you create an estate plan that outlines how your assets will be distributed after you pass away. This may include setting up trusts, establishing charitable giving plans, and developing a plan for transferring your business or other assets to your heirs.
The financial advisor can also help you plan for long-term care and other healthcare expenses that may arise during retirement, as well as help you prepare for unexpected events such as disability or premature death.
Overall, a financial advisor can provide guidance and support in developing a comprehensive retirement and legacy plan that is tailored to your unique needs and goals. They can help you navigate complex financial decisions and provide ongoing advice and support as your needs and goals change.