G&G Wealth is a diversified and experienced team, founded by
women, who strive to provide tailored, expert advice on all
aspects of wealth management for a select group individuals,
families, and businesses both locally and around the country. Our
mission and passion is to become a trusted partner to our clients
while guiding them through all stages of their financial lives.
|Firm Start Year:||2003|
|Name of Broker/Dealer:||LPL Financial|
|Name of Custodial Firm:||Stratos Wealth Partners|
|States Licensed in:||AZ|
|Number of Years with Current Firm:||15|
|I work with the following types of clients:||Individual Investors|
|Investment Types:||Alternative Investments , Exchange Traded Funds (ETFs) , Mutual Funds , Options & Futures , Bonds , Stocks , Annuities , Insurance|
|I can meet clients in the following ways:||Via email , At my office , At your office , At your home , Via phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity , Variable Life , Variable Annuity , Life|
|Advisor's Number of Clients:||200+|
|Advisor's Number of Managed Clients:||200+|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a Fee-Only financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Based on Assets , Hourly , Commissions|
|MBA - Master of Business Administration - Business||
University of Phoenix - Arizona
Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY
As CERTIFIED FINANCIAL PLANNER® Professionals, Kerina and Erica understand that people face unique challenges. With over 40 combined years of experience in the financial industry they have various experiences to complement their comprehensive planning approach. Each plan is tailor-made for a person's unique needs and circumstances. Their partnership began from shared values of integrity, excellent communication, hard work, honesty, & the desire to do the right thing for their clients.
Erica has been helping clients achieve their financial goals with LPL since 2003. She started in the industry helping educators with their retirement planning needs. Since then 401k, 403b and IRA retirement planning have become a specialty of hers. Erica assists her clients in maintaining their desired lifestyle throughout the three stages of investing: Accumulation, Conservation, and Distribution. Erica enjoys servicing women investors and follows Dave Ramseys investment philosophy of investing.
Kerinas goal of becoming a financial advisor started while in college. She obtained her B.A. in Finance to start her career in financial services. After several years in the industry and wanting to take that next step in her career, she went back to school to obtain her Masters in Business Administration before obtaining her registrations to become a Financial Advisor. While acting in the capacity of a Financial Advisor she has continued to increase her knowledge of the financial markets. In addition to having the required registrations to invest for clients she has studied and passed the exams to hold her series 9 & 10 with LPL Financial.
We plan annual financial reviews with all of our advisory clients to ensure that your goals, priorities and portfolio are in alignment.
Tax Planning & Mitigation
We are happy to answer questions about investment tax issues, and general discussion of deductions and income recognition. We can discuss and educate on employee stock options basics,and planning strategies, etc.
We will thoughtfully help plan your retirement can explain Employer plans vs. self-directed, Social Security and Medicare health care cost management, and Long-term care insurance. We also calculate yearly RMD's for IRA account holders
|Cave Creek||Fountain Hills|
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 2:00 PM|
Outstanding Client Service, from LPL Financial