AMONG THE PRODUCTS AND SERVICES WE MAKE AVAILABLE:
We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
We can offer professional advice and can provide representation before the Internal Revenue Service and state revenue agencies.
Through our relationship with other firms, we provide clients with full retirement planning services for qualified and non-qualified retirement plans. We also help clients look at the eventual distribution of their retirement assets.
SAVING FOR RETIREMENT
Couples or individuals in this stage are actively saving for retirement, somewhat sophisticated financially, and generally confident about their financial future.
- Their age range is from mid twenties to late thirties or early forties.
- They enjoy stable cash flow, with their income exceeding their expenditures.
PROTECTING YOUR FUTURE
A company represents a “culture.” At G&V, it is the coming together of people around a common set of values, beliefs, and purpose. It’s more than products and services, or features and benefits. It is about sharing a common cause. It is about our customers achieving peace of mind.