GA ADVISORS, LLC:
GA Advisors, LLC ("GAA") was created to bring the client closer to the financial planning process through the use of holistic planning and the latest financial technologies. As an independent advisor, agent and fiduciary with 35 years of experience in industry and financial services, GAA has found technologies that help us better plan for the client’s future.
Our backgrounds are embedded in both technology and finance. Steve Rowswell has a degree in economics.
At GAA, we have a process-oriented business model that brings the latest technologies and independent advice together with your specific life factors. Each plan is individual, as each life has unique goals. Our approach is characterized by the treatment of the whole person(s), taking into account the emotional and social factors (Risk Profile) rather than just the physical structure of the estate. Each individual has a unique risk and reward profile. This is where we begin our planning process, identifying the risk tolerance and risk capacity of the client and co-client. This is a cornerstone for the comprehensive financial plan, one that is holistic and includes discovery of goals, income, savings, expenses and the current state of net worth.