Let us educate your employees at no charge!
GK & Co. Financial Services, LLC professionals are available to provide any business in Southeastern Michigan a free Wealth Management seminar on one of many of topics.
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Wealth Management Group
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Wealth Management services are provided through GK & Co. Financial Services, LLC, an affiliate of Groen, Kluka & Company, P.C. Certified Financial Planner™ (CFPs™) practitioners are on staff to help you manage your business or personal portfolios.
We offer a free initial consultation to help you navigate today's constantly changing financial landscape for businesses throughout Metropolitan Detroit and the Midwest. Our knowledge of the latest tax laws and financial markets allow us to give you an accurate picture of your options.
Included among the Wealth Management services we offer:
- Retirement Planning
- We can address your long-term financial situation and work closely with you to help build your nest egg.
- Investment Planning
- Whether you are investing for your business or yourself, our CFP accredited professionals will partner with you to help build your financial future.
- Estate Planning
- Ensure financial independence while providing for your loved ones who rely on you. Let GK & Co. experts make certain your intentions are implemented.
- Insurance Planning
- The insurance process can be confusing and expensive, and your needs may differ from others. We can explain your options, from universal to variable and whole life policies.
- Income Tax Planning
- We can minimize your taxes by managing your tax obligations because at GK & Co. Financial Services, LLC, our Certified Financial Planning practitioners also are experts in tax, accounting and auditing services.
- Education Funding
- We have the knowledge to help you prepare for future education costs. Let us explain the ramifications of state tuition programs and college savings accounts and learn how much you will need for the institution of your or your children's choice.
- Charitable Giving
- Donating appreciated property outright or through the use of charitable trusts or private foundations can be an ideal way to help support your favorite charity while receiving a tax deduction for the upcoming year. We can show you how while making sure you are meeting the latest tax code requirements.