Our Mission

To enable my clients to pursue their financial goals and objectives throughout the course of their lives with tailored solutions to their needs.


Core Values

Trust

Pillar of our business relationship. It’s your income, your assets, your goals, no one else’s.

“Trust is the glue of life. It’s the most essential ingredient in effective communication. It’s the foundational principle that holds all relationships.” – Stephen Covey

Clear Communication

Down to earth language so clients have a better understanding as to what is being conveyed. Meetings conclude with an understanding of what is being done to improve your current standing and why throughout our relationship.

“Any problem, big or small, within a family, always seems to start with bad communication. Someone isn’t listening.” -Emma Thompson

Client Focused Advice

Putting your interests first with solutions to your goals & objectives. As an IAR Fiduciary my responsibility involves acting diligently in your interests. 

“No one can whistle a symphony. It takes a whole orchestra to play it.”- H.E. Luccock

Direction

Hard decisions with straightforward answers. The decision to hire GVD Financial to help you handle your financial picture is to be a guide of what you envision. 

“You cannot change your destination overnight, but you can change your direction overnight.” Jim Rohn

Respect

Your time is valuable, let’s make the most of it.  

“It’s important that people know what you stand for. It is equally important that they know what you won’t stand for.”- Mary Waldrin