FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Make the Right Financial Decisions Take Control of Your Financial Goals Empowering People Focused On You

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.

Helpful Content

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.