Schedule Your Consultation
We invite you to connect with us at G & J Financial Group, where our commitment is to safeguard your retirement ambitions. Our streamlined scheduling process ensures that you have all the necessary information before your appointment, setting the stage for a productive discussion about your financial future.
Who We Serve & How We Deliver Value
At G&J Financial Group, we work with successful individuals and business owners, typically between the ages of 50 and 75, who have accumulated $500,000 or more in investable assets.
Welcome — Glad You’re Here!
If you’re approaching retirement or already there, you’ve probably asked yourself:
“Am I doing the right things to protect what I’ve built?”
That’s precisely what we help people figure out.
We specialize in helping clients eliminate unnecessary risk, fees, and taxes — and create guaranteed lifetime income you can count on.
Through our firm, G&J Financial Group, we work with individuals and families nationwide using a comprehensive approach — bringing together retirement planning, tax strategy, and income design in one place.
Want to see how these strategies might work for you?
We offer a free 30-minute educational call — no sales pitch, just clarity.
We’ll talk through your goals, current strategies, and potential ways to make your retirement income more secure and tax-efficient.
📅 Click the link below to book your time.
It’s free, it’s educational, and it could change how you think about retirement.
Here’s to protecting what you’ve earned and enjoying the freedom you’ve worked for. 💼
— Giovanni Di Stadio
Founder | G&J Financial Group
For those seeking more complex planning, we also offer access to our Virtual Family Office (VFO) network. This premium service brings together CPAs, estate attorneys, and tax strategists to coordinate solutions for business succession, charitable giving, and legacy planning.
NPN: 21072610
