Retire Confidently, Transfer Wealth Wisely
Working with an experienced, independent firm like ours brings you access to the financial education, confidence and transparency needed to successfully transition into retirement.
Enjoy the Transition
Toward Retirement
Maximize Retirement
Income Sources
Leave a Meaningful
Legacy
Can I afford to retire?
Do I really need a trust?
Am I making the most tax-wise decisions?
Should I pay off my mortgage?
Do I still need insurance?
When can I retire?
Find Answers | Soothe Your Fears | Enjoy Retirement
Whether you’re celebrating a new grandchild's education or looking for ways to save for retirement or a little bit of both, we are here to help. Serving as a trusted guide, we partner with hardworking professionals like you to prepare tailored financial plans built to meet your needs for today while thinking about tomorrow.
Our Firm Values:
Financial Advocacy
Growth Mindset
Connection
Transparency
Solutions for Your Unique Situation
GW Financial, Inc. is an independent, fee-only wealth management and financial planning firm focused on examining and implementing important financial decisions with clients in our effort to achieve financial autonomy.
Our simple approach to financial planning is designed to help you make the most of what you’ve already spent years working hard to earn and save. And as part of our fiduciary duty to always work in your best interest, we’ve aligned our success with your success by operating as a fee-only wealth management firm.
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We offer personal financial planning and modular financial consulting focused on addressing your specific needs. Through an objective evaluation and assessment of your current financial situation, we can best focus on identifying areas where an opportunity for improvement may exist.
We can discuss a wide variety of topics depending on your unique needs. These could include:
401(k) Rollovers
Establishing IRAs/Roth IRAs
Life insurance needs
Long term needs
Disability insurance needs
Saving/investing for children and/or their education
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We believe your portfolio should be managed based on where you see yourself in the future, not how the markets fluctuate today. We'll work together to understand your long-term goals as we design a well-balanced, diversified portfolio to address your future income needs. The money that you entrust with us represents the resources you will have to build the life you want.
Our investment management services are designed for those who
Seek independent, unbiased advice
Prefer to delegate investment decisions to a caring, disciplined financial adviser who has the knowledge, experience and resources to perform ongoing investment research, analysis and money management in their client’s best interest.
Have traditionally been do-it-yourselfers but now need a financial adviser to help them plan for the next stage of life.
Need thoughtful strategies to make a seamless transition from career to retirement and confidence that they will have enough money to last the rest of their lives and leave a small inheritance to their grown children.
Views professional investment management as a way to accomplish financial goals while freeing up valued personal time to focus on the things that matter most to them.
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As we focus on increasing your sense of financial well-being, we'll start by rolling up our sleeves and gaining a thorough understanding of your current financial picture. This is done by clarifying your financial goals, priorities, circumstances and aspirations. Then, we'll guide you in defining and designing your version of an “abundant life" and what it will take to meet your goals.
Our wealth management services include:
Financial Planning: Your customized financial plan made to guide you in defining and designing your unique version of your “Ideal Life."
Investment Management: Our investment philosophy relies on disciplined investment techniques based on sound academic research.
Retirement Planning: Preparing for a new life transition after work.
Risk Management: Being prepared for life’s unexpected events.
Cash Flow Management: Developing a budget that will integrate well with your financial plan.
Tax Planning: Looking at the most tax efficient ways to manage your financial life.
Education Planning: Ensuring that your children or grandchildren will be able to meet their college funding goals.
Estate Planning: Helping you to efficiently transfer your lifetime assets to your heirs and/or charities.
GW Financial, Inc. 5 Step Onboarding Process
Our five-meeting onboarding process ensures you receive a comprehensive and effective financial planning start.
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Introduce yourself and share your financial background, current situation, and future goals.
Learn about your financial needs, concerns & aspirations.
Answer your initial questions.
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Perform an in-depth review of all important financial documents
Incorporate all household accounts into the planning process to ensure each piece of your financial life is working together.
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Identify and establish specific short-term and long-term financial goals and objectives.
Help you prioritize your goals based on importance and feasibility.
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Based on analysis and evaluation, provide you specific recommendations including but not limited to investment strategies, tax planning, insurance coverage, and other financial planning strategies.
Discuss the pros and cons of each recommendation and how they align with your goals.
Provide a detailed list of observations and recommendations based on findings.
Discuss implementation timelines and any potential roadblocks.
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Discuss strategies and actions to achieve each goal.
Set measurable benchmarks to track progress towards achieving the goals.
Set a regular review schedule of your goals and plans to ensure it stays aligned with your goals and priorities.
Choosing us means benefiting from a guide who provides gracious understanding, knowledge, seasoned proficiency, and evolving strategies. Our possession of the CFP® and CCFS® designations signifies our commitment to providing you with exceptional solutions for stress-free college funding and financial well-being.
Our Services
Giving Strategies
Financial Education
Wealth Transfer
Portfolio Reviews
Gifting Strategies
Financial Goal Setting
Retirement Projections
Insurance Planning
How to Work With Us
Getting Acquainted Call
Schedule a call to discuss your financial goals and challenges and determine if we're a good fit to work together.
Personalized Financial Assessment
Receive a financial review of your situation, which forms the basis for your tailored financial plan.
Agreement and Implementation
Sign agreement to start planning for your children's higher education while supporting your financial well-being.
Ready to Navigate Your Family's Financial Road?
Get prepared for the twists and turns ahead with a free copy of the book “Making Sense on the Dollar.”
