At GD Financial Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- In retirement can we have the life style we have now?
- Are my investments tracking my goals?
- What’s a good approach for college savings?
- Are Annuities a good fit for me? If not, why not?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
A key member of my team is Cetera Investment Management. To learn how we work together, click on this link http://www.cetera.com/individual-investors/research.html.