Your goals and dreams
direct how we work for you.

Our Process

We believe you can only have true financial peace of mind when you know, without a doubt, you are working with someone who makes the effort to learn who you are, what your goals and dreams may be, and always keeps those as the main focus.
We will work with you to build a savings and retirement plan that works with you
As you begin your investing journey, there are so many decisions to navigate. What type of account should I set up? Should I invest in more than just one? What is a good account allocation? Am I a moderate, aggressive, conservative investor, or somewhere in between?

At GFT Wealth Strategies, we will work with you to build a savings and retirement plan that understands and respects who you are and the goals you have.
You’ve been contributing to your employer’s retirement plan for several years. You may also be contributing to a ROTH IRA, HSA account, non-qualified brokerage account or 529 plan. But are the strategies, allocations, and risk values you have set as appropriate for you today as they were when you established the accounts? We’ll help you evaluate if your savings plan is on track to reach your goals, analyze how you are currently allocated, and, if necessary, recommend steps to take to optimize your investing efforts.
“You need to assess yourself on a yearly basis and see how far you have gone and what you still need to work on”

― Sunday Adelaja

Life can take an unexpected turn.
Sometimes life can take an unexpected turn, and as you begin to work through what things will look like moving forward, one of the most important things you need to consider is how your retirement savings plan may need to change. As your trusted advisor, we are here to help you navigate life’s ups and downs and to work with you to plan for the important areas in your financial life.

The GFT Wealth Strategies Three Step Process


In our first meeting, we'll get to know each other. We will talk about what your financial objectives are, and what it is that you'd like to accomplish with your financial plan. We will also share a little bit about our financial planning strategies and what we can do to help you achieve your goals.

About Us
Building Your Plan

In our next meeting, we will begin building your plan. We will cover Social Security, Pensions, 401k's, and Medicare, as well as your lifestyle and other factors that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.

Our Services
Proactive Management

As life changes, so should your plans. We will meet with you on a regular basis to re-evaluate your financial plan and make adjustments as necessary. We will work hard to help ensure that you are on target to achieve your financial goals and objectives.

Contact Us

GFT Wealth Strategies

At GFT Wealth Strategies, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the critical areas of retirement planning, including:

Retirement Income Planning
Social Security Maximization Planning
Investment & Risk Management Strategies
Estate Planning & Legacy Planning

As fiduciaries, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At GFT Wealth Strategies, we work hard to bring our clients financial solutions that are designed to protect, preserve, and grow our client's assets throughout their retirement.

Call us today to see how we can help!

We've Got You Covered

Learn more about how our products can help you.
Call us today to see how we can help!