Free Portfolio Risk Analysis Charitable Giving: Smart from the Heart The Junk Drawer Approach to Investing Ready for Retirement?
Agent Photo

Your vision of the rest of your life might involve family members, adventurous travel, or passions you postponed to pursue a career or raise a family. Maybe you're already living the life of your dreams but thinking about your legacy.

Phrases that may come to your mind are Retirement Planning, Investment Planning, Wealth Management, Financial Advice or Life Insurance. For us it is all of the above.

The question you need to ask yourself is: are you ready for retirement?


Don't let your dreams fade. Call today for a consultation.

Together we'll chart a path to your future. Financial planning offered through GMH Investment Advisory Services, Inc., a Registered Investment Advisor and a separate entity To request additional information , email us at: gmh.leap@lpl.com

GMH Investment Advisory Services can help with the Retirement Financial Planning needed, and help citizens in Phoenix, Sun City, Peoria, Scottsdale, and Mesa with solutions that are appropriate for their specific set of circumstances.

Helpful Content

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

 

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Building Your Legacy

A four-step framework for building a personal legacy.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

View all articles arrow

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

View all videos arrow