We offer a wide range of services to help you achieve your financial goals and secure your future. We believe in simplifying complex financial concepts to make them easily understandable for everyone. We aim to provide you with guidance and solutions that give you confidence and peace of mind about your financial future.
G & C Financial Solutions through LPL Financial, is a full service investment planning firm offering:
Planning for retirement can be overwhelming, but we're here to make it easier. We'll help you create a solid strategy to accumulate and manage your retirement savings. Whether it's setting up IRAs, Simple IRAs, Roth IRAs, 401(k)s, or rolling over your retirement accounts, we've got you covered. Our goal is to ensure that you're well-prepared for your retirement years, just as you were before reaching retirement age.
Maximizing your investment returns while minimizing tax implications is a key aspect of successful financial planning. We provide tax-smart investing strategies to help you optimize your investments and reduce your tax burden.
Creating a steady income stream during retirement is essential. We can help you develop strategies to generate a reliable monthly income that supports your lifestyle and provides financial stability.
Investing in your children's education is a significant financial commitment. We'll work with you to develop a tailored college funding plan that aligns with your goals, ensuring that you can provide the best educational opportunities for your loved ones.
Protecting your loved ones and their financial well-being is important. We offer comprehensive life insurance solutions to provide financial security and peace of mind in the face of unexpected events. Our team will help you find the right life insurance coverage that suits your unique needs.
Planning for the future distribution of your assets is crucial to ensure your loved ones are taken care of. Our estate planning services help you create a comprehensive plan that reflects your wishes and minimizes tax liabilities, providing you with peace of mind.
As you approach retirement, it's crucial to have confidence in your health insurance coverage. We offer guidance in selecting the right Medicare plan to meet your healthcare needs. Our team will assist you in understanding Medicare Advantage Plans, Medicare Supplement Plans, and Part D prescription drug plans. We want to ensure that you have the right healthcare coverage, giving you peace of mind during your retirement years.