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

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

 

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

View all articles arrow

What Is the Dividend Yield?

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

Impact of Taxes and Inflation

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

View all calculators arrow

Managing Your Lifestyle

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

5 Smart Investing Principles

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

View all presentations arrow

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Surprises

Making the most of surprises is a great reason to work with us.

View all videos arrow