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Our Holistic Personal and Business Financial Services

We have meticulously crafted our services to provide a comprehensive solution, simplifying your financial planning journey. With us, you can find everything you need for both your personal and business financial planning under one roof.

Financial Planning

Financial Planning

Professional guidance and tailored strategies to help you effectively manage your finances, set goals, and navigate your financial journey with confidence. 

Wealth Management

Wealth Management

With a focus on long-term wealth preservation and growth, we offer unique financial solutions that aim to maximize returns and minimize risks.

Retirement Planning

Retirement Planning

We develop customized retirement strategies, optimize savings, explore investment options, and address income needs during the golden years.

Insurance & Protection

Insurance & Protection

Our insurance and protection solutions are designed to safeguard your financial well-being against unexpected events and minimize potential risks.

Estate & Legacy Planning

Estate & Legacy Planning

Let us help you with thorough estate planning, including wills, trusts, and other strategies to protect wealth and ensure your loved ones are provided for.

Tax Planning

Tax Planning

Our tax planning services help you optimize tax efficiency through proactive strategies and investment approaches to minimize your tax burden.

College Planning

College Planning

Develop a college savings plan and explore funding options, such as 529 plans and education savings accounts, to make college more financially attainable.

Business Services<br/>

Business Services

We provide consulting for retirement plans, providing guidance in managing retirement benefits that align with the needs and goals of your employees.

Guidance for Your Financial Future

Guidance for Your Financial Future

At GTE Investment Group, we use our genuine skills to create strategic plans that prioritize you, free from commissions or biases. No matter where you’re starting from, we're here to serve you, embracing diversity and committed to improving your well-being. Explore our website to learn more and begin your financial journey.

Connect With Us for New Possibilities

By simplifying the challenges you encounter, we empower you to grow both now and in the future. Experience a revitalized financial journey and uncover new possibilities with us by your side.

Connect With Us Today

Resources for Financial Empowerment

Embark on a transformative path to enhance your financial literacy and gain the knowledge to make informed financial choices. Explore our thoughtfully selected resources, crafted to empower you in navigating the intricacies of personal finance and shaping a brighter financial future.

Calculators

Calculators

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Videos

Videos

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Articles

Articles

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Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

Helpful Content

CURATED ARTICLES, VIDEOS, AND MORE FOR A FINANCIALLY SAVVIER YOU.

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
Learn More
Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.
Learn More
Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
Learn More
Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.
Learn More

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