What You Get
At GGPFP, you work with a Certified Financial Planner™ professional from start to finish which ensures consistent access to a qualified professional who works with you to have an in-depth understanding of your needs and situation.
Our strategies focus on those areas we believe have the most impact on your financial success. These core beliefs drive the methods we use:
- Plan for your success:
Know your goals and the steps necessary to reach them. Financial success starts with a good plan. - Invest in what's right for you.
The best investments are those that help you reach your goals and enable you to live the life you want. Selecting the appropriate investments for your needs will ultimately be more effective than trying to time the market or predict the next "hot" stock. - Manage risk as well as return.
A well-diversified portfolio can help reduce variance in overall returns. This makes it more likely the money will be there when you need it. - Know what you're paying.
We work to manage your overall costs, which studies have shown help contribute to higher overall returns (Morningstar, August 2010). Your real returns aren't just what you earn, they're what you keep. - Optimize your after-tax return.
We employ what we consider to be tax efficient investing techniques such as keeping taxable dividend and interest income low, and minimizing portfolio turnover in an effort to reduce capital gains tax.
