Services

We have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Investment Services

ETF's

Mutual Funds

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Advisory Accounts

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Planning

Investment Planning

Social Security Planning

Income Planning

Education Planning

Insurance Planning

Estate Planning Strategies

Business Planning

Asset Allocation Review

Risk Tolerance Profile/Assessment

Current Plan / Investment Review

Insurance Services

Term Life Insurance

Whole Life Insurance

Universal Life Insurance

Index Universal Life Insurance

Variable Universal Life Insurance

Stand Alone Long Term Care

Long Term Care Rider on Life Insurance

Hybrid Long Term Care products

Disability Insurance

Immediate Income Annuities

Fixed Annuities

Variable Annuities

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@gvifs.com  |  914-533-4050

Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Resources

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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