Services

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Initial Financial Overview
This is our first and most popular service. We offer a two hour review of your financial position. We give you very specific and objective recommendations. Our fee is $775. Satisfaction is a money back guarantee.

Comprehensive Financial Planning
This is the service that has won us national recognition. This process is designed to evaluate and discuss all of your financial concerns. Our fee is a year long retainer.

Asset Management
This is our portfolio management service. We use no-load mutual funds and individual stocks and bonds to diversify and manage your portfolio. Our minimum portfolio size is $300,000.

Limited Choice Management
The Limited Choice Management service is designed for those clients who cannot choose their own custodian and/or the available investments inside the program are limited to less than 20 investments. Typically, clients use this program for their 401(k), pension plans, or variable annuities.

Portfolio Monitoring
Through our financial planning efforts, GFM has found many clients that have established long-term relationships with other trust companies or brokerage houses. For that reason, those assets may be left under the current manager’s care. However, the clients have typically found our reports to be informative and interesting in the perspective that they give. The reports in the Portfolio Monitoring service do not measure how the individual investments inside the portfolio are performing. Instead, they simply measure how well the return of the overall portfolio is performing. This measurement is based upon internal rate of return.

401 K

Our 401(k) services provide employee educational meetings, investment selection and and selection as well as helping every employee of your corporation with specific investment advice and direction of the 401(k) assets.