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Welcome to GFA Wealth Design

Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At GFA Wealth Design, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. Our goal is to provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

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Helpful Content

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.