What is a Fiduciary?

 

WHAT IS A FIDUCIARY?   CLICK HERE.

 

We've made it our mission to help provide our clients with complete financial peace of mind. This is accomplished through holistic philosophy; focusing on relationships, respect, commitment, confidence, and expertise. GFS strategies focus on accumulation, distribution, protection, and performance, but most important asset allocation and protection.

We focus on the big picture for our clients, considering all aspects of financial planning, not just your investments. That's why we review recent tax returns, all investment plans, your existing debt structure, short and long term savings vehicles, insurance plans, and legacy documents, to ensure each client has a comprehensive and customized plan that meets their individual goals.

As a Fiduciary, we MUST have your best interest at heart at all times. GFS strives to educate our clients on all financial vehicles available in today's market. Using these vehicles effectively, we then build a customized M.A.P. (Money Access Plan) which becomes the blueprint for the future.

Our firm does not give legal advice, but we have partners who do. Our firm does not give tax advice, but we have partners who do. We work for our clients, not financial institutions.  Our clients are presented with accurate and complete information when formulating financial strategies as well as ensuring these strategies are properly implemented.

As specialists in life insurance and wealth transfer strategies, we help you understand the impact your financial position will have on your heirs and how to make sure your nest egg takes care of you and those you care about most.  

The GFS Family of companies:

Donald A. Galade started in the Financial Services industry with Metropolitan Life Insurance in 1987. At that time, he marketed life insurance and mutual funds as a registered representative. In 2007 Mr. Galade started Galade Financial Services, Inc., an insurance marketing organization.

In Feb of 2011 GFS Financial Advisors, LLC, A Registered Investment Advisor firm was formed. GFS Financial Advisors, LLC a fee-based financial planning services from our corporate offices in Drums, PA. Last but not least, in 2014 Kingdom Financial Ministries was created as a DBA to GFS Financial Advisors, LLC. for Faith-Based financial planning services.

Over the last three decades, we have found that our strategic partners offer a team approach that can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today's economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.