Learn About Our Holistic Approach To Finance
The GFS Financial Advisors, LLC (GFS) family has two entities to service your financial needs in a holistic way. Donald A. Galade is President of Galade Financial Services, Inc.*, and CEO of GFS Financial Advisors, LLC, a registered investment advisory firm. GFS is an independent Registered Investment Advisor. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity and security.
In the financial services industry, there are generally two ways of obtaining financial advice: one is given by stockbrokers and the other is given by Investment Advisors. While many investors aren’t even aware differences exist, one of the main differences is that investment advisors have a fiduciary duty to act in the best interests of their clients at all times.
As seen in Kiplinger:
- Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation.
- Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.
- As a fiduciary, we have an obligation to ensure the appropriate products are chosen based on the client’s best interest.
- We develop your personalized asset allocation model based on individual risk tolerance, objectives and financial needs.
- Our goal is to maximize your investment returns while minimizing your risk through diversification of your assets.
*Insurance products and services are offered through Galade Financial Services Inc.
Learn About Our Firm
We’ve made it our mission to help provide our clients with complete financial peace of mind. This is accomplished through holistic philosophy; focusing on relationships, respect, commitment, confidence and expertise. GFS strategies focus on accumulation, distribution, protection and performance, but most importantly asset allocation and protection.
We focus on the big picture for our clients, considering all aspects of financial planning, not just your investments. That’s why we review recent tax returns, all investment plans, your existing debt structure, short and long term savings vehicles, insurance plans and legacy documents, to ensure each client has a comprehensive and customized plan that meets their individual goals.
GFS strives to educate our clients on all financial vehicles available in today’s market. Using these vehicles effectively, we then build a customized M.A.P. (Money Access Plan) which becomes the blueprint for the future.
Our firm does not give legal advice, but we have partners who do. Our firm does not give tax advice, but we have partners who do. We work for our clients, not financial institutions. Our clients are presented with accurate and complete information when formulating financial strategies as well as ensuring these strategies are properly implemented.
As specialists in life insurance and wealth transfer strategies, we help you understand the impact your financial position will have on your heirs and how to make sure your nest egg takes care of you and those you care about most.
Learn About Donald A. Galade
Donald A. Galade routinely attends intense training sessions that deal exclusively with financial needs of retirees and the latest strategies designed to meet those needs in retirement. He has written a book called, In God We Trust, In the Dollar We Worship, which is a narrative about what the Bible teaches us about money as it relates to his career as a financial advisor. Copies of this book can be obtained upon request.
Donald A. Galade has served as a music director and an advisory board member of Faith Assembly of God Church in Hazle Township, PA as well as Vice President of Pennsylvanians for Human Life, a former board member of Unico and is a former member of Kiwanis and Rotary clubs.
Galade Financial Advisors, LLC. is a Registered Investment Advisor. This means we have access to a multitude of money managers. We don’t work for some big company, we work for you! To find out more about some of the managers we use, check out the links below.