Godfrey Financial is part of the John Hancock Financial Network. What we have found is that many successful people, like you, spend a majority of their time building a career and spending time with their families. This leaves very little time to plan for their financial future. That is where we come in. We can address and provide expert solutions for individuals, families and businesses. .. First, wealth accumulation where we find ways to accumulate wealth on a tax-deferred basis the necessary dollars to achieve your goals; whether it's for your retirement, a child's college, or other future financial need. Additionally, we plan ways to protect the people you love and the assets you have accumulated. The leading counselors of our organization have a combined experience of over 100 years in the financial services industry. Our consulting staff includes attorneys, CPAs, Investment Managers and the largest financial services providers in the world.
Many people will be able to better organize their financial affairs after they are made aware of the many solutions available. We believe in educating families, executives, seniors and organizations first then assists them to implement the proper solutions.
Retirement Planning: Advise as to the best ways to receive and reinvest money from IRA, 401(k), Keogh, TSA and other pension or retirement plans. In some cases we can show you how to make withdrawals tax-free.
Estate Planning: Assisting in setting up Revocable and Irrevocable Trusts, Charitable Remainder Trusts with wealth protection for the beneficiaries, and more.
Insurance Solutions: To enable the estate to pay death and estate taxes for pennies on the dollar rather than dollar for dollar.
Long-Term Care: Providing affordable solutions to the Long-Term Care needs at home, assisted living and nursing home to prevent the required spend down to qualify for Medi-Cal.
Income Enhancement: Guaranteed Lifetime Income with a variety of annuity solutions.
Business Solutions/Executive Plans Providing affordable and comprehensive health insurance, voluntary benefits, and retirement plans 401(k), 403(b), 412(i), Deferred Comp and more. In addition, Executive Plans can offer Key Person protection, Executive bonuses, Buy-Sell, Split-Dollar plans and Executive Carve outs.
* By Appointment Only
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