Client Testimonials

I began working with Craig and Tim after my divorce needing planning, life insurance and investment support to take control of my financial needs in my 50's through the rest of my life. They have been highly knowledgeable, competent and responsive advisors whom I trust wholeheartedly.

I look forward to benefiting from their support for years to come.

—  Ellen Robinson, Managing Principal, Robinson Coaching Group

Craig, Tim and team have become part of our family. We have worked with them for over a decade and whenever we need them, they are there.

I never have to worry that they are not looking out for our long term future!

—  H. John Oechsle, CEO and Board Director

My wife and I have been using Craig and his team for all our financial planning for 18 years. We couldn’t be happier with their efforts and results that we have enjoyed from our peak working years and now into 6 years of retirement. The strategies can be complex, and their team has always made the options understandable. Things change; through various challenges they have been there for us to adapt the plan as necessary.

They are proactive, smart, and trustworthy advisors we recommend to anyone.

—  Mark Soderberg, retired CEO, Boa Technology
Long term, current happy client

A friend referred me to Craig and Tim three years ago. I was already working with a financial planner and wasn’t interested in making a change. However, after meeting with the team, I moved all my investments over to GFG. I am glad my husband and I made the change. They are extremely competent, very accessible, invested, and they listen well. Also, I love that they understand the tax implications of investment decisions.

The GFG team cares about what we want and is helping us achieve our financial goals.

—  Susan Lintonsmith, CEO, Board Member, Author

The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.