Living Your Best Life Requires a Plan.
As financial life planners, we help make it all possible.
GFA Financial Group | Financial Planning/Wealth Management | Vernon, CT
See Your Finances Through a New Lens
At GFA Financial Group, we examine your total financial picture.
Unlike traditional investment managers who focus only on your investing decisions, we are holistic wealth advisors who use financial life planning to align your wealth plans with your personal values and goals.
We Keep It Clear and Understandable
When you partner with GFA Financial Group, you’ll come away with a clear plan that focuses on your values, offers sound recommendations, and outlines specific action steps to take at every turn.
Retirement Planning
Retirement is a big transition. We offer guidance on how to address all your needs like Social Security, distributions, tax strategies, and more.
Investment Management
You’ll receive smart, strategic management of your investment portfolio that aligns with your objectives and comfort level with market swings.
Wealth Management
We have the skills to synchronize all facets of your wealth management to plan for the near term as well as generations to come.
Insurance Planning
It is critical to protect what you’ve built for yourself and those who depend on you. We can help guide you.
Investing Shouldn’t Be an Adventure
Save the excitement for your retirement. We take a skillful, steady path to get you where you want to be, no matter the financial climate.
Relief and Reassurance
Our clients look to us for more than investment management and retirement planning solutions. They delegate all their critically important financial decisions to us, so they can confidently enjoy security and a rewarding financial future.
Financial Freedom – Let’s Take It On Together
As independent financial advisors, CERTIFIED FINANCIAL PLANNER™ professionals, and fiduciary asset managers, Dennis and Jeffrey Morin are committed to always acting in your best interest.
Let Us Tell Your Wealth Story
The best financial plans are collaborative, comprehensive, and coordinated — designed to meet your immediate needs, prepare for the future, and minimize risks. Working together, we will craft a plan based on your unique goals that will serve as a roadmap for your wealth story.
