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.