The three main services we offer at GFG are financial planning, investment management and employer sponsored retirement plans. We offer clients fee-based financial planning services that are customized to meet the unique needs of each individual client. To ensure that we are fully meeting the needs of our clients, our financial planning services are conducted by a Certified Financial Planner©. We
not only take the time to fully understand your needs and investment objectives but we also spend a considerable amount of time educating our clients on the investment strategy being employed in their portfolio, risk/reward trade-off of each investment holding, and the performance of their portfolio versus the applicable benchmark. We initiate and conduct regular, ongoing investment review meetings. These periodic meetings allow our clients to understand how their assets are being managed and it also provides us with the opportunity to assess if there have been any changes in a client’s circumstances that would prompt us to change the asset allocation of their investment portfolio. In 2008, GFG created an independent 401(k)/403(b) solution called Active(k) which is designed to provide companies with access to a best in class employer sponsored retirement plan solution at a cost typically lower than most of the other 401(k)/403(b) platforms available in the marketplace. The Active(k) solution includes third party administration, daily valuation recordkeeping, investment advisory, and co-fiduciary services. We also provide our plans with participant level investment advice, on-site employee education meetings, a flexible investment menu and access to actively managed portfolios.
