Individuals and Families

The Getzen Group provides a wide array of services to individuals, families, retirees, business owners, estates, businesses and non profits designed to help you succeed in any phase of your life.

  • Retirement Planning
  • Investment Management,
  • Tax Preparation and  Tax Planning
  • Estate Planning including will and trust origination and administration.

 Please read more to find out how our services can benefit your needs.