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

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.