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Saturday:  By Appt.

Retirement Planning

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Planning for Retirement

Our firm takes pride in providing comprehensive retirement planning services that integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

We offer:

  • Investment Advisory Services
  • Managed Money
  • Risk Management (Life Ins. & Annuities)
  • IRA/401(k) rollovers
  • Asset protection
  • Income planning (Social Security Maximization)
  • Wealth management
  • Wealth transfer strategies (legacy to children)
  • Long-term care solutions

Just imagine a complete portfolio where all your financial, estate, and tax preparation needs are addressed in a customized binder. This is your comprehensive retirement plan. Our coordinated approach ensures that your plan is developed using an all-inclusive view. We have found that many financial services professionals focus on products. Our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.

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Mon - Fri: 8:00am - 5.00pm
Saturday:  By Appt

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All written content is for information purposes only. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Gmac Family Financial, LLC is not affiliated with or endorsed by The Social Security Administration or any government agency. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

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