Pre-Retirees and Retirees
Knowing which type of retirement saving accounts to consider can be overwhelming. At GGM, we have the education and experience to guide you on the right path to a successful retirement. The first step is getting to know you and designing a customized retirement plan. Our team will continue to review and adjust your accounts based on your changing needs to help pursue your goals.
Firefighters and Police Officers
Working to support firefighters and police officers is a passion for our team. Our founder, Gwen Gloeckner, started working with firefighters 20 years ago. We continue her mission to help firefighters and police officers with their financial needs. Our experience with Deferred Retirement Option Plans (DROP) is invaluable when making decisions about retirement. Our goal is to protect and grow wealth for you and your family in ways that you may not have considered.
Doctors and Nurses
At GGM, we understand that those in medicine spend years studying, training, and helping people in need. They have very little time for themselves and don’t want to spend that time sifting through paperwork. Our advisors are equipped with the knowledge and skills to help medical professionals make sense of benefit packages choosing only the products and services that meet their needs.
Women and Investing
For all the advancements in women's rights, the median income of women is still much lower than that of men. Additionally, on average, women live five to seven years longer than men. Because of this, women need to take special care when it comes to their finances. The GGM team empowers you by helping you take charge of your financial future.
Successful Young Professionals
The corporate experience of our advisors is distinct in the financial planning industry. We understand relocation, stock options, deferred compensation, mandatory investment plans, and more because we've lived it. At times, our families endured while we achieved. With our team, providing for and protecting a family while maximizing potential wealth comes from experience.
Life transitions can take place in many different forms, such as the death of a loved one, a new job, or a job loss. Being prepared for these types of situations is an important part of the wealth management process. We have the experience and sound strategies to help you successfully face life’s challenging financial transitions.