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Our Company
At GFC Financial Management we help you achieve your financial goals as well as plan for a secure retirement. As a Certified Financial Planner™ George is experienced in all disciplines of financial planning.

Retirement Planning - Helping you with your 401k/IRA Rollover along with retirement income and distribution planning
Investment Planning
- Having a prudent and sound investment portfolio seeking competitive returns while managing risk
Estate Planning
- Discussing with you how best to transfer your financial assets to your heirs without unnecessary costs or delays as well as advanced directives and elder-care issues
Tax Planning
- Help you reduce and control taxes, keeping more of your hard-earned money
Insurance Planning
- Discussing options to help minimize your costs

We will do everything in our power to help you achieve your goals and objectives. Your financial success is our business – a responsibility we take seriously.

OUR COMMITMENT TO YOU

Our Clients are our most important asset. Providing personalized attention, communication, education, and prompt service, is job #1. We are committed to providing our Clients with "Gold Medal" Services.

If you have any questions about your current financial situation or wish to schedule an appointment, please give us a call.

If you are new to us please give us a call or email for a complimentary second opinion and to learn more about what makes us different.
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 2764 Sunset Point Road #600, Clearwater, FL 33759
Phone: 727-724-9499 Fax: 727 724 9438 Email: scerwin@sagepointadvisor.com

Securities and Investmnt Advisory Services offered through SagePoint Financial, Inc. member FINRA and SIPC.  Insurance services offered through GFC Financial Management and Real Estate Services offered by Sue Cerwin through Coldwell Banker Residential Referral Network. Listed entities are not affiliated with SagePoint Financial, Inc.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, CT, FL, GA, IN, ME, MA, MI, MS, NH, NJ, NY, NC, OH, PA, SC, TX, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.