Financial Planning
Start with your goals for protection, savings, and retirement. GA Financial Group can help you explore available options and understand the next steps.
Planning Around Your Goals
Financial planning brings your goals, current resources, and future needs into one conversation. Topics may include cash flow, insurance protection, savings, and retirement income.
Before choosing a product or service, discuss your time horizon, budget, access to funds, and comfort with risk. Ask about costs, professional qualifications, and the scope of services provided. Review your plan as your circumstances change.
Schedule a consultation to discuss your priorities, current coverage, and retirement goals. Ask which products and services are available for your needs and state.
Financial Products
Here are a few of the financial products we assist clients with:
- Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
- IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
- Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivorship Life
- Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
- College Savings Plans - 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts
- Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.
Phone: (862) 254-8125
Toll free: 1-866-764-3381
342 Parsippany Road, STE 6, Parsippany, New Jersey 07054, United States
Get a free consultation with a financial professional