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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

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Choices for Your 401(k) at a Former Employer

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Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Is a Variable Annuity Right for Me?

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Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

 

Inventorying Your Possessions

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A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Three Key Questions to Answer Before Taking Social Security

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Insurance Needs Assessment:When You're Married With Children

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Why You Need an Estate Strategy

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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.

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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.

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Charitable Giving: Smart from the Heart

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

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.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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.

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