George F. Cerwin
Certified Financial Planner™
GFC Financial Management
"Building Your Wealth & Retirement Income"
Thank You for visiting our website. Together George F. Cerwin and GFC Financial Management regard
You – Our Client – Our Most Important Asset!
We understand selecting the right investment professional to help you is an important decision. The person selected should be experienced and qualified offering you sensible and prudent judgment on financial matters and the personalized attention, communication, and service you deserve. That's why for more than 40 years Clients have entrusted George Cerwin and his company GFC Financial Management to help them pursue their dreams and help plan for retirement by providing financial strategies while building client relationships on the principle of trust with commitment to service.
OUR GOAL
Help our Clients in every aspect of their financial lives by employing innovative and sensible wealth management strategies and providing "Gold Medal" Services while communicating a sincere caring attitude toward every Client and placing their financial well-being above our own.
GFC BROCHURE
Proactive Year-end Tax Planning for 2024 and Beyond
3rd Quarter 2024 Economic Update
Common Investing Mistakes to Avoid
Understanding Volatility and the Benefits of a Long-term Investing Strategy
2nd Quarter 2024 Economic Update
Proactive Planning for the Upcoming Sunset of Estate Tax Law Changes
1st Quarter 2024 Economic Update
4th Quarter 2023 Economic Update
Ideas to Help Prepare for a Recession
Five Strategies to Improve Your Investing Experience
Weathering Volatility with a Long-Term Strategy
Foundational InformationThat Successful Investors and Savers Understand
The Health of Social Security: Some Good News and Some Bad News
Proactive Retirement Strategies Using The SECURE Act
Market Downturns: Uncomfortable But Not Uncommon
Market Volatility: A Normal Part of the Investment Experience
Strategies for Investors in Uncertain Times
Proactive Retirement and the SECURE Act
Traditional and ROTH IRA's - Taking Retirement into Your Own Hands
Maintaining Your Financial Records
Is Your Investment Strategy on Track?
Key Estate Planning Documents You Need