Worried that your financial strategy is Missing
Something?
We’re here to help you feel confident in your financial future.
Your Dreams Matter
At GA Advisors, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
The Retirement 4Life™ Process
Hover your mouse over each box for more information!
Step 1:
Retirement Discovery
Retirement Discovery
We’ll have an in-depth discussion seeking to understand what’s important to you in retirement.
Step 2:
Lifestyle & Retirement Income Style Defined
Lifestyle & Retirement Income Style Defined
Using your desired retirement lifestyle as a guide, we’ll review the available retirement income and analyze your retirement risk.
Step 3:
Optimize Your Retirement Plan
Optimize Your Retirement Plan
We’ll address your core retirement spending in an efficient asset and tax manner and create a plan to help optimize your Social Security benefits.
Step 4:
Roadmap for the Longevity of Your Retirement Plan
Roadmap for the Longevity of Your Retirement Plan
Based on the information we’ve uncovered, we’ll create a roadmap addressing your liquidity, long-term care and legacy plan.
Step 5:
Retirement Plan Implementation
Retirement Plan Implementation
After you make an informed decision on your plan, we’ll assist you in putting all of the pieces of your plan into action.
Our Affiliates
Here at GA Advisors, we have several relationships and affiliations to help us best serve you. In addition to having relationships with TD Ameritrade, Charles Schwab, Fidelity and Interactive Brokers as custodians to host your assets, through our agreement with AE Wealth Management we have sub-advisor relationships with AE Wealth Management ($10B AUM) and MBIA ($100M AUM) to assist with money management. We use several analytics platforms to assist us in analyzing, so we fully understand your risk tolerances, your financial landscape and your retirement spending needs and goals.
*GA Advisors' Life, Health and Annuity provider.
**GA Advisors' Annuity and Life product aggregator.
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today!
