Services Overview

At GCPA, we take a holistic approach to your retirement planning, estate planning, life insurance, and long-term care solutions. We can help design a comprehensive estate and financial plan that best fit your goals and needs, or we can evaluate your current plan and keep you on track. It is important to us for you to be comfortable and find the right fit for guidance in your estate and financial planning journey, therefor we do not charge for our consultations to give you the opportunity to get to know us.

We Specialize In:

Estate Planning
You’ve worked hard to accumulate assets to provide for your family in retirement and to leave behind a legacy. We will walk you through our 5-step estate planning process and help find the right solutions for your needs. We rely on a team of CLDPs (Certified Legal Document Preparers), Paralegal, and an Attorney; who all conveniently in our office.

Retirement Planning
Everyone thinks about their retirement, but not a lot of people have a specific plan in place. Our experienced financial advisors have seen it all through the years and are dedicated to the financial success of our clients. Whether you are just starting out, well into your working years, getting ready to retire, or already retired, we can help.

Tax Planning
Taxes are a part of our everyday life – you’ve paid taxes on your income throughout your career. Let us help analyze your financial plan with a tax perspective to identify ways to potentially reduce your taxes in retirement. We work closely with CPAs to find the most tax-efficient solutions to your financial and retirement plan.

Veteran’s Long-Term Care
We have volunteer veteran advocates on staff assisting veterans who qualify in applying for the VA Non-Service Connected Disability Pension. Our dedicated team of professionals will support veterans, spouses, or surviving spouses through the complicated process of applying for the benefit through the VA.

Social Security Strategies
Did you know that approximately 62 million Americans received Social Security benefits? With more than 60 ways to take your Social Security benefits, mistakes can be costly. This benefit can be a huge piece of our retirement income, and there are strategies in place that can help you maximize it. With a complimentary Social Security Analysis, find out when to best apply for your benefit can add up to hundreds of thousands of dollars over your retirement lifetime.

Reach out to our GCPA Family

If you have any questions for our GCPA Family, please reach out to us! We love getting your emails and we will respond as quickly as possible to your inquiries.

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