Our Qualifications

Donald A.Galade holds the following licenses:

Securities License Series 65

Insurance Licensed in PA/NJ/

 

We have been working with individuals and businesses for over three decades.  

 

 

 

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals, Life Insurance, Investments, and Financial Planning. 

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, 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.