How We Work
When working with individuals, our firm specializes in developing sound financial and retirement strategies. When working with businesses, GLJ Financial designs strategies to attract, retain, and reward talented employees intended to foster a productive work environment. We also assist in creating strategies for owners, highly compensated individuals, and rainmakers to help them receive the fruits of their labors in the most efficient manner possible.
If you are retired – or are approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Investments
- Bonds
- Common Stock
- ETFs
- Government Securities
- Mutual Funds
- Treasury Bills
- Treasury Notes
Financial Planning
- 401(k) Plans
- 403(b) Plans
- 529 Plans
- Brokerage Accounts
- Educational IRA
- Estate Planning Strategies
- Money Purchase Plans
- Profit Sharing Plans
- Roth IRA
- SEP IRA
- Simple IRA
- Traditional IRA
Insurance
- Disability Income Insurance
- Fixed Annuities
- Life Insurance
- Long-Term-Care Insurance
- Variable Annuities