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Building Strategies for your Financial Future



When it comes to your financial security, it’s all about partnering with someone who is committed to putting your interests first. CFP® professionals have attained the standard of excellence in financial planning by meeting education, experience and ethical standards, and as part of their certification, they have made a commitment to CFP Board to serve your best interests today to prepare you for a more secure tomorrow.

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Who We Work With

When it is time to get serious about getting their financial house in order, people come to G/R Wealth Management Group.

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The Accumulator

You are at your peak earning years. You are raising a family. Life is busy.

Your retirement deserves more attention because it is not far off.

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The Pre-Retiree

Now it is time to focus on you!

Retirement is drawing near.

You have worked hard, saved, raised a family, and did everything you are supposed to do.

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The New Retiree

Retirement has arrived and you are enjoying your newfound freedom.

Seven days of Saturdays - no schedules, no routine – it is Life 2.0.

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The Seasoned Retiree

You are ten years or more into retirement and enjoying it. But you are also beginning to look further towards the future.

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The Survivor

Now it is just you. You are feeling overwhelmed. You feel pressure to make decisions and have questions about what you should do next.

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Let's Get Started

Everything we do, we believe in challenging the status quo. We believe in thinking differently.

The way we challenge the status quo is by having a process which is carefully designed, simple to use, and user friendly.

We just happen to help people work towards their financial and life goals.

When would you like to sit down with us to start the process?

With You in Mind

With You in Mind

Our business is built on a foundation of thoughtful client relationships.

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