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PERSONAL & BUSINESS STRATEGIES

How can we help you?

In the financial services world, there are many options to consider. This is where GC Wealth Management comes in. We will help you find the right services that fit your needs and achieve your financial goals. Regardless of your financial situation there are strategies and solutions that can help. We provide expertise in six areas with the biggest impact on your personal financial situation an develop plans to help you succeed.

We assist businesses, families and individuals. . .

  • Comprehend complete and current financial situations
  • Create strategies to build financial goals
  • Protect their well-being through life, disability, and long term care insurance(RM link)
  • Prepare for a financially secure retirement
  • Create strategies to maximize assets and minimize taxes
  • Form estate planning strategies
  • Build strategies for business to grow and succeed

Goal Setting

  • Financial Needs Analysis
  • Budgeting and Cash Flow
  • Fee Based Financial Planning

Retirement

  • Individual Retirement Plan
  • Self Employed Retirement Plan
  • 401K

Businesses

  • Business Valuations
  • Succession Strategies
  • Financial Strategies

Risk Management

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Investments

  • Qualified Retirement Plans
  • Buy/Sell Arrangements
  • Exit and Transition Strategies

Tax Planning*

  • Tax Deferrals
  • Tax Strategies
  • Tax Favored Investments

*Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Find Your Perfect Fit

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