CONNECT

Address:

3806 Oakwood Hills Pkwy
Eau Claire, WI 54701

Phone:

715.832.6201 800.876.6201

Fax/Other:

715.832.2093

WHAT WE DO

 

At GILFI, we handle a variety of services from investment and retirement planning to risk management and estate conservation solutions; and we excel in helping our clients develop comprehensive, cohesive financial goals designed to meet their short-term and long-term objectives. We do so through an active listening process prior to the construction of your plan. 

While not everyone is looking for a comprehensive overview, we are able to choose from the following areas of specialization:

Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.


• Financial Management - Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach and exceed your goals.


Tax management - Helping to ensure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.


Estate planning - Preserving your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.


Risk management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the most appropriate policy for your situation.


Education funding - Recommending investment and accumulation strategies to help you pay for your children's education. 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck