Educators
Many school employees are confused by revisions to the state pension in recent years and are unaware of other retirement benefits offered by their school district. Our team works with educators to understand all these changes as well as build a supplemental savings plan in preparation for retirement. Our team uses specific tools, strategies, and resources within financial planning and wealth management to develop a comprehensive retirement plan so you can focus your energy on your students.
Public Servants
Public servants face challenges understanding and maximizing their multipart retirement programs. Whether you are a state employee with the pension and deferred compensation program, or a federal employee with the Blended Retirement System, we can educate you on the available beneficiary rights, savings options, severance packages and more.
That way when you are ready to retire, the heavy lifting will already be done.
Non-Profit Workers
It is no surprise that while many non-profit workers are passionate about their work, they worry about being financially stable. We help them build a slow-and-steady plan so they can reduce financial anxiety and build wealth in their own way on their own time.
When working with the non-profit sector, our goal is to craft a comprehensive financial plan that is understandable and designed to position them to build wealth for the long term.
Blue Collar Workers
While blue collar workers form the backbone of this country, many worry they won’t retire at a reasonable age and struggle to find a trustworthy financial advisor that understands their needs.
Our team has personal experience with blue-collar families and their specific needs, and we can help them build a retirement strategy so they can protect their families and their income.
Small Business Owners
Managing a small business is a big task, and many owners struggle to balance their businesses’ finances with their personal finances. GCM will work with you and your business to grow your own wealth outside of the business, so your dream of being self-employed and independent can continue.
Additionally, we can develop a plan to offer employee benefits without diminishing your profit margins.