 Personal
Financial Planning
Individuals have a far greater responsibility today to provide for their
financial security than did previous generations. Americans are living longer, retiring
earlier, and changing careers more frequently. Skyrocketing college costs can replace good
intentions with disappointment.
The GHP Financial Group provides personal financial planning as a practical tool
to help clients achieve financial security and peace of mind. Fee-only investment
management is also provided through GHP Investment Advisors (GHPIA). They do not receive
commissions for selling financial products, investments or insurance. Visit the GHPIA
website at www.ghpia.com.
Personal Financial Specialists
GHP’s commitment to an active role in our clients’ personal success
has resulted in four directors who have earned the infrequent designation of Personal
Financial Specialist (PFS) from the American Institute of Certified Public Accountants.
We are especially proud that two of our Personal Financial Specialists have
received designation as "Top 250 Financial Advisers in the U.S." by Worth
magazine. Unusual on Worth’s list is the distinction of two advisers from one
accounting firm. Bob Hochstadt
and Steve Levey have shared this
honor several times since 1997.
Practical Financial Advice
The Personal Financial Specialists at GHP are highly knowledgeable about
strategies to minimize tax consequences and preserve wealth. Our Personal Financial
Specialists help clients look at their current financial picture and then provide
creative, prudent and objective financial solutions to achieve their financial goals.
GHP Personal Financial Advisors can help you with:
- Income tax planning
- Estate planning
- Insurance and risk management
- Retirement planning
- College funding plans
- Cash flow analysis
- Business succession planning
- Elder care planning
- Investment planning and implementation through GHP Investment Advisors www.ghpia.com
Meet our Personal
Financial Specialists
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