GFA’s fixed-rate fees – based on scope and complexity – free us to assist clients with a wide range of assets or income, including those seeking wealth management-level advice without ongoing fees.

Typical clients include:

Wealth Management & Planning for Retirees & Near-Retirees | Gartner Financial Advisors

“Retirement Red Zone” Retirees & Near-Retirees 

We refer to the 10-year period beginning five years before retirement as the Retirement Red Zone. We help Retirement Red Zone clients improve their odds for a fulfilling and worry-free retirement with smart advice on key questions like:

  • When can I retire?
  • How will I generate income during retirement?
  • How much can I spend in retirement? 
  • When should I file for Social Security and Medicare?
  • How should my portfolio be invested in/as I enter retirement?
  • What is the smartest way to manage my employer stock/options?
  • How can I pay less tax now and in the future to free up funds for other goals?
  • How do I plan for potential long-term care expenses?
  • What is the smartest way to leave a legacy to my heirs? 

 

Wealth Management & Planning For Pre-Retirement Professionals/Families | Gartner Financial Advisors

Pre-Retirement Professionals/Families 

Regardless of income or assets, younger clients have the powerful financial lever of time to aid them on the road to a richer life. We help them leverage their resources with smart advice on key questions like:

  • Am I optimizing my employer benefits?
  • Do I have enough life and disability insurance?
  • How do I get out of debt faster? 
  • How much can I spend on a house?
  • How much should I save for college, and what is the smartest way to save?
  • Am I saving enough to retire comfortably?
  • Am I saving in a way that saves taxes both now and in the future?
  • How do I finance early retirement or a career change?