Working with an Investment Advisor Representative may help you reduce the complexity of investing, improve performance monitoring, and guide you through the maze of tax regulation to pursue your investment, retirement, and estate planning goals. GLH Financial Services is focused on and dedicated to customized portfolio design and implementation. We concentrate on the client-advisor relationship through close communication and friendly staff. We offer the full spectrum of accounts, services and investments. Please select a link below for more information:
Types of Accounts
Investment Choices
Account Services
Planning Services
Insurance Services
Types of Accounts
Our brokerage accounts are offered through Multi-Financial Securities Corporation. Multi-Financial uses Pershing, LLC as a back office transfer company that provides an omnibus holding arrangement available for cash, stocks, bonds and mutual funds in one convenient account. We also deal directly with over 200 mutual fund and annuity groups, offering you a wide variety of choices. If you are interested in an account not listed below, just ask for assistance, in most cases we can help.
Individual & Joint Accounts
Trust Accounts
Corporate Accounts
Traditional & Roth IRA's
Simple & SEP IRA's
403B TSA
401K & Profit Sharing Plans
IRA Rollovers
529 Plans & Coverdell IRA's
Custodial UTMA Accounts
Charitable Giving Accounts
Investment Choices
We offer the full spectrum of investment vehicles. Not all types of investments are appropriate for every investor, however, we believe it is important to give you, the client, as many choices as possible so you may make an informed decision. These are some of the investment vehicles we offer:
Individual & Preferred Stocks
Corporate & Municipal Tax Free Bonds
U.S. Government Securities & GNMA Bonds
Mutual Funds of all types
Variable & Fixed Interest Annuities
Real Estate Investment Trusts (REIT)
Direct Participation Programs
Certificates of Deposit
Money Market Funds
Account Services
We have been in business long enough to know that service is what sets us apart from the rest. The services listed below are just a few of the services we provide your account and your assets.
Historic performance evaluation and comparison
Complete portfolio and investment policy development
Strategic asset allocation
Personalized performance measurement, monitoring and reporting
Planning Services
Just as no two people are alike, no two financial plans should be either. We customize your plan based on your circumstances, needs, and preferences. You may engage our services for a single concern or for a comprehensive written financial plan. There is no charge for an initial consultation. If you are interested in fee based account management, we offer Advisory accounts as well. Here are a few focus areas:
Risk Management
Investment Management
Retirement Planning
Estate Planning
Tax Strategies
Insurance Services
We offer insurance solutions for almost any need and view it as an important piece of a healthy financial plan. We offer individual and group coverage for:
Accident & Health Insurance
Life Insurance for income replacement and mortgage payoff
Disability Income Protection
Business Insurance to secure a loan or fund a buy~sell agreement
Securities offered through Multi-Financial Securities Corp., member FINRA, SIPC. Advisory and Financial Planning Services are offered through The Goodkind Advisory, Inc and Multi-Financial Securities Corp. Certain associates of GLH Financial Services are registered representatives and investment advisor representatives of Multi-Financial Securities Corp. GLH Financial Services is not an affiliate of Multi-Financial Securities Corp.