The GB Financial Group is, first and foremost, interested in understanding and analyzing the current situation, understanding your needs, and your future goals. Does current planning exist? Has it been updated alongside the growth of your estate and the changing tax environment? Using knowledge and experience, we provide an unbiased opinion detailing all possible paths to achieve our clients goals... Education is the foundation of our process. We want our clients and their advisors to have access to as much information, analysis, and discussion as they desire. From insurance carriers to law firms, money management groups, and industry panels, GBFG has distinguished itself through its tireless dedication to the search for and the dissemination of its advanced knowledge of all aspects of life insurance. We have the tools necessary to make sure our clients and their advisors are well educated on every aspect of the process... Further, we combine our independent, unbiased analysis with..
Also known as: GB Financial and Windward Capital, GB Financial and Windward Capital, LLC