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Our Services

Comprehensive Solutions for Your Independent Practice

As an independent advisor, you have a world of possibilities in front of you, but you also face a unique set of challenges that can keep you from pursuing the kind of practice you envisioned when you first started out. Georgetown Financial Group is built to help you navigate these obstacles so you can be truly independent but have all you need to thrive in your practice. We offer the care and support of a small company while boasting the resources and scale that rival even the largest full-service platforms. Our established infrastructure offers you advanced support and solutions for the day-to-day of running your practice, as well as guidance for business development, long-term planning and so much more. By joining the GFG family, you can enjoy access to all of the valuable services listed below.

Practice Management

Our Business Development Team provides practice management coaching to help you develop and refine a business model that is enjoyable, repeatable, and profitable. We’ll help educate you on everything from tools and products to the latest industry regulations.

Central Point of Contact

As a GFG network advisor, you’ll be known and cared for on a personal level. When issues and questions arise, we are a central point of contact and liaison between you and Cetera Advisor Networks LLC's home office. Establishing close-knit relationships with you is the cornerstone of our success.

Investment Management

Smart investing shouldn’t perplex, puzzle, or confound, with GFG we effectively manage your hard-earned investments with the appropriate tools, processes, and industry knowledge. Our data-driven strategies and solutions may help you amid financial turbulence find financial confidence. 

Succession Planning

As your firm approaches a transition, we can help you design and implement your succession plan, down to the finest details. We understand that your practice is more than just a business — it’s your legacy. So we’ll help you protect and preserve it for generations to come.

Insurance Planning

GFG offers a full-service insurance Brokerage General Agency to support insurance specialists, financial planners, and investment-oriented advisors as you seek to help your clients protect what they value.

Marketing and Client Acquisition

The world of finance is a competitive one. We can help you get that extra edge you need to grow your business and take it to the next level. Through our in-depth marketing and client acquisition services, we’ll help you develop a strategy for growth and longevity.

Case Design and Underwriting

We offer intelligent case design to help you diagnose and solve problems for your clients while navigating rapid industry changes. Additionally, our underwriting case management team is skilled at underwriting challenging cases, whether medical or financial.

Financial Planning

If financial planning is the baseline of your business, we can help you further improve your service offer and client experience through our advanced tools and technology and access to the latest academic market research through Cetera Advisor Networks LLC.

Problem Resolution

Although you may be independent, you are certainly not alone when it comes to resolving the problems you face. We know our advisors by name and work with you on a personal basis to address your questions and find solutions for both immediate and long-term challenges.

Ease of Operations

GFG has built an infrastructure to support and help ease the burden of daily operations for advisors like you. Enjoy access to advanced technology, platforms and business solutions, market research, fee-based planning solutions, full QRP and ERISA 3(21) support, and more.

Compliance and Operations

GFG is a one-stop shop to assist you with your operational and compliance needs. We get to know you and your business intimately so that we can anticipate your needs. We help interpret company policies and industry regulations for you and address all your operational questions.

The Georgetown Financial Group Advantage

About Us

Established in 1991, GFG exists to empower you as an independent advisor to be the trusted guide of your clients’ financial futures. We’re dedicated to our tight-knit community and strive to nurture long-term relationships.

About Us

Contact Us

Ready to build something better together? Our team of caring, dedicated professionals are always standing by. Contact us today to get started. We look forward to working with you!

Contact Us

Our Team

Our team is uniquely positioned and experienced for supporting the growth of your emerging practice or established firm. We’ll work hard to optimize solutions for your complex challenges.

Meet the Team