Financial Planning

Financial planning is a crucial aspect of achieving financial stability, security, and success. It involves creating a roadmap that helps individuals and businesses achieve their financial goals, whether it’s saving for retirement, buying a home, paying off debts, or building wealth. Financial planning takes into consideration a variety of factors, including income, expenses, assets, liabilities, taxes, investments, and insurance.

Guidance Financial & Life Planning Services (GFC) is a financial consulting firm that specializes in providing comprehensive financial planning services. GFC helps clients identify their financial goals, develop strategies to achieve them, and implement solutions to optimize their financial resources. The firm is staffed by professionals from various disciplines, including certified financial planners (CFPs), certified public accountants (CPAs), and lawyers, among others, ensuring that clients receive independent, objective, and personalized financial advice that meets their specific needs.

GFC’s financial planning services cover all aspects of personal and business financial matters, including personal financial planning, asset allocation, retirement planning, employee benefit design, income tax planning, incorporation feasibility, estate planning, qualified plan analysis, capital accumulation planning, business valuation, college education/subsidy plans, business continuation plans, charitable trust planning, incentive stock option (ISO) maximization, and Medicaid eligibility analysis and planning. With its commitment to continuous education and research, GFC uses the latest financial planning techniques, tools, and resources to provide clients with the most up-to-date and innovative solutions.

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki

how can we help you?

Get in touch with us today, we are ready to help.

We thought a lot before choosing the Financial WordPress Theme because we wanted to sure our investment would yield results.

Cintia Le Corre
Chairman, Harmony Corporation

Take control of your financial future today and start building the life you deserve