At GCPA, we take a holistic approach focusing on retirement planning, estate planning, life insurance, and long-term care solutions. We can evaluate your current plan or help design a comprehensive plan that is the best fit for your needs and goals.
Our priority is that you are comfortable and find the right partner for guidance in your estate and financial planning journey. Therefore we offer complimentary, obligation-free meetings to allow you to get to know us.
Estate planning is one of the essential steps anyone can take to control how and when to distribute assets, appoint the custody of dependents, and make health care decisions.
Not all estates are equal, which is why we rely on a team of CLDPs (Certified Legal Document Preparers) and an Attorney to create a plan that will be the right one for you. All of this conveniently located in our office.
Everyone thinks about their retirement, but many do not have a specific plan in place. Our experienced financial advisors have seen it all through the years and dedicate themselves to your financial success. Whether you are just getting started, well into your working years, getting ready to retire, or already retired, we are here to help.
Taxes are a part of our everyday life and an essential piece of a solid retirement plan, as we want to create portfolios that are as tax efficient as possible. Considering taxes while building your financial and retirement plan can make a massive difference in the future value of a portfolio and have a significant impact on your future.
We work closely with CPAs (Certified Public Accountants) to find the most tax-efficient solutions to your financial and retirement plan.
Did you know that in 2018, approximately 67 million Americans received Social Security benefits? This benefit could be a large part of your retirement income, and the amount you receive will depend on a few factors; filing at the wrong time can be costly.
While talking about your retirement plan, we offer a complimentary Social Security Analysis that helps find out when is the best time to apply. Having this information can add up to thousands of dollars over your retirement lifetime.