Wealth has its privileges, but wealth often creates its own unique anxieties. Implementing your own holistic financial plan with the help of GV Financial Advisors is one of the most important privileges available to wealthy people. We will design and implement a comprehensive plan that will ease your anxieties and give you the confidence you need to live free from worry and from the day-to-day aggravations that wealth can bring.

Retirement Planning

• The American dream promises each of us a retirement free from financial worry.  But enjoying the “golden years” does not just happen.  It requires considerable foresight and careful planning.  GV Financial Advisors can help you achieve this American dream.
• Whatever your age and whatever planning you have (or have not done to date), you should develop a coherent retirement strategy now, and re-evaluate your plan periodically as your situation changes over time.

Asset Management

Our mission is to integrate your retirement, education, charitable, and estate planning goals into a coherent and comprehensive investment strategy. We are convinced that proper asset allocation in a diverse portfolio is key to long-term investment success. We focus on strategic asset allocation and long-term success, not investment fads and the short-term peaks and valleys of the markets.

Estate Planning

A first-rate estate plan does far more than distribute your assets after death; a superior estate plan can enable you and your values to live on through your actions on behalf of those you hold dear. We can help you identify your true intentions, minimize the impact of taxes and the negative effects of a sizeable inheritance, and take advantage of the many options available to you. Our Family Wealth Counseling can be invaluable in preserving your family history and core values.

Business Continuation Planning

It is never too early to begin forming your business continuation strategy. Having invested so much in building your business, you need an exit strategy that heps ensure its survival and protects you, your associates and your families. This could be a payout, an annuity, or the satisfaction of seeing the next generation or your associates take over the helm.

Executive Benefit Planning

Lack of understanding about your employer stock or stock option packages could threaten your long-term financial security. Our team of Advisors can advise you on the true value of your benefits and the risks of a “one-stock” portfolio, showing you how to achieve the diversification required for an effective investment strategy without sacrificing loyalty to your employer.

Risk Management

Risk management, enhanced by our access to the finest legal tools and insurance products that are available in the market, creates a firm foundation for everything you have built. By looking at issues such as your family’s ability to maintain their lifestyle if you died prematurely, or protection of your assets from frivolous lawsuits, we provide the support you need to do the right thing.

Charitable Gift Planning

Live forever through the eyes of others in the legacy you leave behind, using charitable tools to give back to the community in gratitude for your own good fortune. We will show you how it is possible to avert estate taxes with philanthropy and create a family legacy while transferring significant levels of wealth on to your children, along with important family values and philosophies. Learn more.

Employee Benefit Planning

Earn a lasting return in loyalty and performance from your employees with a creative benefit program that helps them achieve their own personal financial goals in line with short and long-term corporate objectives. Our team of Advisors can recommend and implement the right program for you, and educate your employees on the true value of their benefit packages.

Divorce Planning

Every divorce requires difficult decisions. Our Divorce Resource Group can provide education, support and guidance in relevant areas. These include child support, alimony, unintended income, capital gain and estate tax consequences, updating of your will and other legal documents, areas of financial disagreement, insurance and post-divorce investment strategies.