When it comes to your financial security, it's all about partnering with someone who is committed to putting your interests first. CFP(R) 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.
When it is time to get serious about getting their financial house in order, people come to G/R Wealth Management Group. The way we challenge the status quo is by having a process which is carefully designed, simple to use, and user friendly.
When it is time to get serious about getting their financial house in order, people come to G/R Wealth Management Group. The way we challenge the status quo is by having a process which is carefully designed, simple to use, and user friendly.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
We strive to help our clients get to the point of financial independence through planning. With one opportunity to get retirement right, we make it our goal to bring the team's vast knowledge, depth of experience, and continuous education to our clients' situations giving them greater financial confidence.
Everyone has a Story and ours began with Marie Gawdzik (Barbara's mother/Greg's grandmother). In 1962 after starting a post-War family, Marie began her career in financial services within the insurance department of Talman Savings & Loan's (part of present-day Bank of America) main branch in Chicago.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
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