Specializing in:
- Comprehensive Financial Planning
- Retirement Income and Distribution Planning
- Wealth Management
- Investment Advisory
- Retirement Plan Rollovers for Individuals
- Establishing Retirement Plans for Businesses
- Alternative Investment Strategies
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(650) 743-0225 | Roland@GFAinvestments.com
The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Determine whether you should consider refinancing your mortgage.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Will you be able to afford nursing home care?