GNZ Financial Services specializes in Investment Strategies and Retirement Planning.

We offer a number of specific fee-based services along with brokered financial products designed to meet the financial needs of our clients during both the accumulation and distribution phase of their life.
 
The analysis and recommendations are used to implement your customized financial plan.  We look forward to meeting you in person and evaluating your specific financial needs.  Some of the more popular services we provide are listed below:

	Independent Objective Portfolio Analysis 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.
	Roth IRA Conversion Report The process of converting a traditional IRA to a Roth IRA can be extremely beneficial, or extremely costly if not analyzed and executed properly.  Consider this service if you have qualified dollars and are interested in seeing the advantages and/or disadvantages of converting those dollars into a Roth IRA position.
	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.