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Team

At G & G Wealth, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.                                                                                                                        

We can help you address:                                                                                                                                                 

  • Investing principles and strategies
  • Retirement investing and distribution strategies                                                                        
  • Estate conservation issues
  • Risk management analysis                                                                                                                                                                                                                                                    

We can also answer your questions, including:                                                                                                                                                                                                              

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?                                    


As an experienced professional, Erica has helped many people just like you with similar issues and concerns. She can help you create an approach that is designed to address your individual situation.

 

Connect With Me!  As a CERTIFIED FINANCIAL PLANNER­™ Professional, Erica understands that the future brings unique challenges. Erica focuses on helping clients with a full spectrum of investment and planning...

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