Welcome to the GNZ Financial Services web site.  Please feel free to explore this site to gain a better understanding of GNZ Financial Services. We hope the information from this site can assist you in evaluating the benefits we offer to help you toward achieving your financial goals and desires.

Some of you have done an excellent job in planning for your retirement years.  You may require an additional opinion or some “tweaking” of your plans to help your most sought after goals and desires.  Others have some issues of concern that override all your previous work and plans.  Still others have serious financial issues that need immediate attention in order to avoid financial shortfalls.  Whatever your situation, GNZ Financial Services has the knowledge and the services to meet your financial needs.

The various links on this site explore some of the ideas we use to help you toward achieving your financial goals.  We look forward to meeting you to discuss the specifics of your own situation.  Thanks for visiting and thank you for your business.

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Services:

We offer a number of specific fee-based services designed to meet the financial needs of our clients during both the accumulation and distribution phase of their financial plans.
This analysis will include a comprehensive review of your fixed investments, stocks, bonds and mutual funds.  Included will be a “Risk Review” of your current portfolio to help understand your overall risk level and whether there may be ways to you’re your goals with reduced risk.
 Asset Based Long Term Care System
Learn how you may be able to utilize Asset Based Long Term Care by simply repositioning assets- like shifting money from the "left pocket to the right pocket". This may help avoid having your life’s savings wiped out by a long term stay at a nursing home.  A well designed long term care plan can help you build a substantial wall of protection around your financial assets.
Asset Cycle System
Our Asset Cycle System can help you understand how each part of your financial assets fit together so you can complete your entire financial picture, and how you may be able to utilize guaranteed streams of income as part of your retirement income and asset plan.

Income Tax & Social Security Analysis

This will identify how to possibly reduce your federal income tax and coordinate your income with your Social Security benefits so that you may be able to reduce the tax on both.