Broker Check

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Our Mission

Our Mission

To partner with plan sponsors to provide holistic solutions to their retirement and executive benefit needs.

Our ultimate goal is the same as yours: the retirement readiness of plan participants.

Who We Are

Who We Are

Since 1991, Georgetown Financial Group, Inc. (GFG) has provided financial planning, retirement and wealth management services - designing and implementing detailed strategies to help our clientsaccumulate, protect, and transfer wealth. The qualified retirement plan advisors of GFG Retirement Solutions have a combined 140 years of advising experience. As of October 2019, we serve over 125 qualified retirement plans, with more than $479 million of retirement plan assets under management. Georgetown Financial Group, Inc. is based in Georgetown, CT. It supports over 100 independent financial advisors and their clients across the country, and the advisors it oversees have $3.2 billion of assets under management.

Plan Goals & Objectives

Plan Goals & Objectives

We can help establish clear goals for the plan as well as strategies for reaching these objectives.

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Plan Design & Consulting

Plan Design & Consulting

We can consult with you about plan design elements that may help increase participation and savings, thereby helping employees become successful retirees.

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Plan Vendors & Fees

Plan Vendors & Fees

When you are considering different vendors, we can help you evaluate their services and the reasonableness of their fees.


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Employee Education

Employee Education

When employees are engaged in the learning process, they are more likely to make good investment decisions. We can help educate them in a way that encourages action.

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Plan Service & Support

Plan Service & Support

A plan requires specialized services from multiple providers. We can assist with the coordination of these services, helping the plan run smoothly.

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