Featured in
img
img
img
img
img
img
img
img
img
img
img
img
img
img
img
img
img
img
Am I paying too much in taxes?
What happens if my business or I get sued? 
Is my balance sheet in alignment with my vision?
Does my CPA work for me or the IRS?
What is the best avenue to maximize liquidity for my business?

Delivering
you a uniquely
tailored path toward financial certainty

Our Solutions

Business Consulting

GFG Solutions brings an unbiased, strategic ecosystem of solutions that focus entirely on your business’s success. We act as your strategic partner, guiding your decisions so you feel confident every step of the way.

img

Risk
Management

  • Asset Protection Strategy
  • Organizational Structure Evaluation
  • Insurance Audit
  • Document Evaluation and Audit
All businesses are inherently exposed to different risk factors. We review your entire business to look for any exposures that could be minimized or eliminated, including operational, financial, market, and legal risk.
Read More
img

Tax
Strategy

  • Income Tax Planning
  • Capital Gains Tax Planning
  • Long Term Tax Diversification Plan
  • Long Term Capital Gains Tax Strategy
We find that some CPA’s focus on short-term tax exposure and rarely think about the long-term picture. We partner with you and your CPA to ensure that you’re not only taking advantage of all strategies possible but are also planning beyond next year’s tax return and not overpaying in taxes.
Read More
img

Growth & Strategy
Planning

  • Asset and cash flow ecosystem
  • Accumulation goal program
  • Insurance Audit
  • Diversification and leverage planning
We are convicted that your business is your best return. Our tailored strategies focus on sustainable growth by homing in on the specific needs of your business. We guide you in allocating time and capital efficiently, so you can maximize returns without relying on traditional market-based models.
Read More
img

Succession and Exit
planning

  • Audit Current Estate Plan
  • Create Estate Planning Strategy
  • Exit Strategy Planning
  • Succession Plan Strategy
The eventual question every business owner must answer is “what’s next?” We work with you to design what the next phase looks like, whether it’s a sale, a merger, passing your business on to the next generation, giving to charity, etc.
Read More

Wealth Management

Where the typical financial advisor earns your business by focusing on high rates of return, we focus on building safety instead. Typically for business owners, the main driving factor is certainty and security first and returns second. We believe your business is your best performing asset and will outpace returns in the traditional markets. Consequently, our focus with wealth management is on aligning with your business, not competing with it.

img

Customized Portfolio
Design

  • Personalized strategies aligning timeline and goals
  • Active management to navigate volatile market conditions
  • Treasury management for money market replacements on liquid cash
  • Options strategies to reduce risk and boost return
We partner together to make sure your money is working in accordance with your needs. We focus on building out a custom approach that matches your risk tolerance without sacrificing return.
Read More
img

Tax Optimization
Strategies

  • Tax-free income and dividends to boost after-tax returns
  • Leveraged access to tax-free capital on large gains
  • Tax deductible investments with dividend returns
  • Offsetting of gains through strategic tax-loss harvesting
It’s not about how much you make, it’s about how much you keep. As appropriate, we structure your portfolio around the highest after-tax returns and find ways to keep more money in your pocket to deploy whenever an opportunity comes up.
Read More
img

Market
Guidance

  • Behavioral consulting around performance expectations
  • Timely updates on economic events
  • Investment opportunity analyzation
  • Portfolio Auditing on outside account holdings
The markets are unreliable, and the news tends to magnify concerns. We make sure to coach and educate you through all market environments, so that you have a better understanding of what is going on in the world and how it affects you and your money.
Read More
img

Alternative Investment
Access

  • Exclusive access to Private Credit, Private Equity, and Venture Capital opportunities
  • Enhanced upside potential with uncorrelated assets
  • Strong income generation for principal protection
  • Early investment in Pre-IPO opportunities
Public markets are becoming more concentrated as funds are flowing into stocks and bonds more than ever. With that, opportunity for significant value becomes harder and harder to find. We work with our network to provide access to the best private investments available to reduce volatility and add return.
Read More

Who We Help?

img

Established Business Owners

Entrepreneurs leading Stage 2 businesses with $2M+ revenue and strong profit margins.

Scaling Founders

Leaders managing rapid growth, expanding teams, and increasing operational complexity.

Profit-Conscious Executives

Decision-makers focused on optimizing profits while navigating tax and payroll challenges.

Visionary Entrepreneurs

Business owners who recognize that the right strategy can unlock exponential growth.

How We Work

Together as a
team every step of the way

Our boutique firm focuses on a mutual fit. You interview us, we interview you. We decide together if working together makes sense, and then we engage. We’re not a good fit for everybody, and not everybody is a good fit for us.

STEP 1

Introduction

Introduction call to determine if we can help

STEP 2

Discovery Call

In-depth discovery call to fully understand your business, vision, and goals

STEP 3

Presentation

We present strategic proposals, empowering your business to thrive and excel.

STEP 4

Execution

We determine if there is a mutual fit to start an engagement to implement strategy and planning

Insights & News

Building for the future

Explore expert insights on strategy, leadership, and growth. Our consultancy blog offers valuable advice to help businesses thrive in a competitive market.

Our Mission

img

Our expert team is dedicated to delivering an exceptional experience, bringing clarity and peace of mind to complex planning situations.

We are passionate about helping our clients reach their top potential and expand their impact.

Meet the team
img

Solutions for
your business,
Simplified.

Solutions for
your business,
Simplified.