We work with individuals, families and businesses to help optimize their financial profiles. Our objective, as an independent financial planning firm, is to help you identify short and long-term goals, outline a plan to achieve those goals and act on your behalf in their execution. Without bias toward any particular investment company or product, M. David Gracy Jr., CFP, L.L.C. offers solutions based solely on the individual needs of our clients.
We are committed to exercising the highest degree of professional expertise, objectivity and integrity in every client relationship.
We are committed to exercising the highest degree of professional expertise, objectivity and integrity in every client relationship.
Services
Though we draw from a wealth of expertise and resources, our process is quite straightforward. A conversation about your goals begins a successful professional partnership. We will conduct a thorough analysis of your current financial situation taking a careful look at where you are today and where you hope to be - what you plan to accomplish.
Driven by our purpose of client-focused objectivity, we are not sponsored by or beholden to any investment company, insurance company, mutual fund family or brokerage house. This gives us the ability to focus without bias on the needs of our clients and maintain the highest standards of fiduciary responsibility as we design customized financial planning solutions in several areas.
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