Free financial advice and information is abundant on the internet, radio, and TV, every hour of every day. Like most free things in life, free advice usually doesn't work out too well. I founded Gambrell Financial in 1983 to deliver independent advice and services tailored to your specific needs. We value face-to-face, two-way communication to ensure we know each other and understand your unique situation.
We have the knowledge, tools, and experience to help you make the important money choices in your life.
We have the knowledge, tools, and experience to help you make the important money choices in your life.
Services
Gambrell Financial Advisors, Inc. has guided Alabama families and small businesses through economic ups and downs of the last 40 years. We are fee based financial advisors and because we're independent, we are free to pursue the right financial solutions for you. GFA has the experience and resources to help you protect and grow your serious money for the future.
Step 2. Gather your account statements, life insurance documents, budget, paystubs, and your two most recent tax returns. The more information we have, the more we can help you. Step 4. Depending on your needs, we may do business in different ways. We can place insurance and investments for you on a commission basis and/or we can enter into an advisory fee agreement which includes continuous planning and investment management.
We are fee-based financial planners. That means we are compensated differently depending on the situation. All costs are explained up-front, and you have some choice in how you compensate us for our time and recommendations. There are no unexplained or unexpected fees. For our managed investment portfolios, we earn a tiered annual percentage from the assets under management.
Financial Planning should be an ongoing process. As your life changes and the world changes, so do your financial needs and strategies. It's all about putting the pieces together and keeping them together. This includes planning related to investments, taxes, social security, insurance, college planning, estates, and retirement.
Whether you're growing your assets aggressively or feeling that you need to get conservative with your nest egg, we seek to help. Managing your investments is a vital part of financial planning. It is an ongoing process of daily decisions about what positions to hold, buy, or sell. There are numerous complicating factors such as taxation, regulatory rules, and hidden expenses that must be considered.
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