We are a group of independent financial advisors offering a smarter approach to planning your future, reaching your goals and protecting your most valuable resources
Every journey begins with a well-designed road map to ensure your success. Stepping into your financial shoes we begin understanding your thought processes. Your financial plan is then designed exclusively for you and your family because your goals are too important for a “one-size fits all” plan.
Together we implement an investment and tax reduction strategy to help ensure your goals are met as quickly as possible. As your partner, we work with your other trusted advisors, whether accountant, CPA, bookkeeper, attorney, insurance agent or other. With GWA, you sit on the same side of the table as your advisor.
As each target is met, we help ensure you stay on track by protecting your portfolio from potential hazards. We also understand your fears and natural responses to them. By managing those behaviors we can help you stay on track with protecting what's most important to you and your loved ones.
We cover what's most important to you with a wide-range of financial planning topics like retirement planning, risk management, memory care, cybersecurity, smartphone apps, investing, business planning, cognitive biases, estate planning, and the latest finance news and information from industry experts.
By Kris Maksimovich: We are asked about the differences between financial advisors and robo advisors all the time. When it comes to answering this conundrum, investors should do their research and understand what they are getting into. Understanding What You Get: Below, we offer you a breakdown of the differences between financial advisors and robo advisors.Read more
Presented by Kris Maksimovich: If you think your cable bill is getting out of hand, you’re not alone. The cost of cable has skyrocketed over the last decade, with the average monthly bill climbing to nearly $90 for basic and premium channels, according to the NPD Group, a market research firm. To make matters worse,Read more
Presented by Kris Maksimovich: Mixed May for markets May was an eventful month for markets. U.S. equities and fixed income rallied while foreign stocks suffered declines. The Dow Jones Industrial Average was up 1.41 percent, and the S&P 500 Index gained an even stronger 2.41 percent. But the Nasdaq did best, leading the way withRead more