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 estate plan that is the best fit your needs and goals.
It is important to us for you to be comfortable and find the right partner for guidance in your estate and financial planning journey, therefor we offer complimentary and no obligation meetings to give you the opportunity to get to know us.
We Specialize In:
Your estate is comprised of everything you own: your home, car, bank accounts, investments, life insurance, furniture, personal possessions, and more. No matter how modest or large, everyone can benefit from estate planning to control how these things are given to the people or charities you care the most about upon your passing.
We rely on a team of CLDPs (Certified Legal Document Preparers) and an Attorney, 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 are dedicated to your financial success. Whether you are just starting out, 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 important piece of a solid retirement plan, as we want to create portfolios that are as tax efficient as possible. Considering taxes while creating your financial and retirement plan can make a huge difference in the future value of a portfolio and have a major impact for your future.
We work closely with CPAs(Certified Public Accountants) to find the most tax-efficient solutions to your financial and retirement plan.
Out team of Volunteer Veteran Advocates have helped and guided many veterans and their families through the application process of the Aid & Attendance benefit, which can often be complex and confusing.
Our goal is to facilitate this process by ensuring that all paperwork and forms submitted to the Department of Veterans Affairs are completed accurately and criteria is properly met.
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.
We offer a complimentary Social Security Analysis while discussing your retirement plan to help find out when is the best time to apply, which may add up to thousands of dollars over your retirement lifetime.