WELCOME! GFA Financial Group, LLC is an independently-owned financial services company located in Tampa, Florida. Our team consists of educated financial advisors who focus on providing our clients with top-notch customer service in the areas of retirement planning, wealth management, estate planning, life insurance, and full-service financial planning.
We invite you to explore everything that GFA Financial Group, LLC has to offer. From our educational videos (below), to meeting our team of professionals, come and see why we think GFA Financial Group, LLC is one of the preferred Financial Services firms in Clearwater/Tampa Bay Area.
Helpful Content
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Saving for College 101
Here’s a crash course on saving for college.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.