Our Services

Here to help you find the perfect solution.

G&H Financial Group offers a variety of services, making us a full-service financial office. We are happy to aid in the combination of any financial planning or wealth preservation services for your perfect financial plan.

how do we do it?

1. connect

Everyone has a unique financial journey, different financial circumstances, and different financial goals. We take the time, at no charge at all, to learn about yours in order to better customize a financial plan that better suites your goals.

2. Analyze

We go to work creating a detailed financial strategy that is customized exactly for your financial goals. We never push you into a financial plan that you do not want. We win when you win. This time we spend together is also complimentary, with no obligation.

3. implement

If you are happy with our service so far and you would like to implement your financial plan, then and only then will we discuss welcoming you into our family to begin our professional relationship. If you don’t feel we are a good fit, then we will shake hands and wish you well on your financial future.

explore all of our services:

Click on the boxes below for more information on each service.

Income Planning

Will your money last through retirement?

Annuities & Risk Management

Do you need a fixed stream of income throughout retirement?

Legacy Planning

Have you created a plan of action for your family members?

Life Insurance

Do you have loved ones who rely on you for financial or emotional support?

Asset Protection

Is your current plan truly protecting your assets right now?

Wealth Accumulation & Preservation

Is there a plan in place to help you grow your finances gradually and continuously?

Estate Planning

Do you have a proper estate plan in place?

Wills, Trusts, & Probate

Do you know the difference between a Will and Trust?

Medicaid Planning

Do you know if you qualify for Medicaid?

for more information on our elder law attorneys, please visit:
maintaining the highest level of integrity
We put our clients first, providing them with a customized and complete plan for themselves and their loved ones.
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