Licensed & Fiduciary-Minded
Fully licensed advisors who put your strategy, not a single product, at the center of every recommendation.
Private Wealth Advisory
Build tax-efficient wealth with confidence.
Strategy-first financial guidance for high-earning families and business owners, engineered to protect income, minimize taxes, and grow wealth that lasts generations.
Projected Advantage
Tax-efficient vs. taxable growth
Yr 1Yr 10Yr 20Yr 30
- Tax-efficient strategy
- Fully taxable account
Illustrative only. Your plan is modeled on your income, tax bracket, and time horizon.
- Years of combined experience
- Years of combined experience
- Families & business owners guided
- Families & business owners guided
- In assets & coverage strategized
- In assets & coverage strategized
- Client satisfaction
- Client satisfaction
Independent Strategy
We compare across leading carriers and platforms, so your plan is built around you, not a proprietary shelf.
Long-Term Partnership
Every plan is reviewed as your income, family, and goals evolve, implementation with ongoing guidance.
Who We Serve
Financial confidence for every generation
From young professionals building their first plan to families preparing a lasting legacy, we design strategies that grow with you, protecting income today and creating opportunity for tomorrow.
- Tax-efficient wealth accumulation for high earners
- College funding, mortgage protection, and family banking
- Estate & legacy planning that transfers wealth with intention
GFI USA Strategies
Wealth strategy and tax planning
GFI USA provides access to wealth planning and financial strategies for eligible individuals and families in the United States, subject to applicable state regulations, licensing, provider availability and eligibility.
Meet Your Advisor
Dr. Maryam Alaee
Licensed Financial Professional · Founder, GFI Global Financial Institute
A former Associate Professor turned licensed financial professional, Dr. Alaee helps individuals, families, and business owners make confident decisions through education, personalized guidance, and long-term planning.
"When people understand their financial options, they gain the confidence to make better decisions for themselves, their families, and future generations."
Our Services
Wealth strategies engineered end-to-end
From tax-advantaged accumulation to legacy transfer, twelve integrated strategies that work together, not in silos.
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Carrier & product access
Access to a broad carrier network
GFI USA is an independent advisory practice. We compare strategies across a range of leading financial institutions and providers, so plans are built around your needs rather than a single company's shelf.
GFI USA may provide access to financial strategies and contracts from a range of strategy providers and financial institutions, subject to availability, state licensing, eligibility, underwriting, and applicable regulations. Company names are shown for informational purposes; GFI USA is an independent advisory practice and is not owned by, endorsed by, or sponsored by any provider listed. Not every provider offers every strategy in every state.
The GFI Difference
Where your plan quietly gains an edge
Most portfolios lose ground to taxes, timing, and unprotected income. We rebuild the structure around your money so more of every dollar compounds for you, and stays that way through retirement and transfer.
Tax exposure reduced72%
Repositioning accumulation into tax-advantaged vehicles designed for tax-free income.
Income protected88%
Coverage sized to your real obligations, mortgage, family, and business continuity.
Legacy transferred efficiently94%
Estate structuring that moves wealth to the next generation with intention.
Accumulation Outlook
Compounding, with the tax drag removed
NowYr 8Yr 16Yr 24Yr 30
- Structured GFI plan
- Champagne scenario
- Unstructured portfolio
- Strategies
- 12
- Review cadence
- Annual
- First meeting
- Free
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Plans reviewed annually
Every strategy revisited as income, family, and tax law change.
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Income protected
Coverage sized to real obligations, not generic multiples.
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Tax drag reduced
Accumulation repositioned into tax-advantaged vehicles.
Built for Business Owners
Keep more of what you earn. Grow what you keep.
We help founders and self-employed professionals design tax-efficient compensation, protect key income, and turn business equity into personal wealth, coordinated across your entire balance sheet.
How It Works
A clear path in four simple steps
From your first strategy call to lifelong guidance, unhurried, educational, and built entirely around your goals.
- 01
Book your free strategy call
Pick a time that works for you, virtual or in person. No cost, no pressure, no obligation.
- 02
Discover your financial picture
We map your income, taxes, protection, and goals to find gaps and hidden opportunities.
- 03
Receive a tailored strategy
A clear, prioritized plan built around tax efficiency, protection, and long-term growth.
- 04
Execute with ongoing guidance
We implement, monitor, and adjust as your life, income, and goals evolve.
Client Stories
Trusted by families and business owners
Real outcomes from people who wanted clarity, protection, and a plan that keeps working.
"GFI showed me how to keep more of what I earn. Their tax-advantaged strategy has done more for my future than a decade of trying to time the market."
"From income protection to college funding, everything was explained in plain language. No pressure, just a real plan built around our life."
"I always thought real estate was the whole answer. GFI opened my eyes to what tax-efficient wealth actually looks like beyond property."
FAQ
Common questions, honest answers
Everything you need to know before booking your complimentary financial review.
Most advisors focus on picking products. We focus on structure, how your income, taxes, protection, and investments work together. That systems-level approach is what separates average outcomes from tax-efficient, generational wealth.
Take the first step
Your financial future deserves a plan. Let's build it together.
Book your complimentary financial review and leave your first meeting with a clear, tax-efficient roadmap, no obligation, no pressure.