Each day the economic environment presents challenges, opportunities and potential rewards for the individual investor. Whether planning for retirement, growing your financial assets, concerned about preserving those assets or facing higher education costs, - or just looking to better understand certain investment ideas - we can address these and other pressing money questions.
As financial advisers, our mission is the overall success in progressing toward our client's financial goals. To do so we must keep current with their personal situation, their dreams and goals. An adviser/client relationship that encourages open and regular communication is the cornerstone of achieving long-term success.
As financial advisers, our mission is the overall success in progressing toward our client's financial goals. To do so we must keep current with their personal situation, their dreams and goals. An adviser/client relationship that encourages open and regular communication is the cornerstone of achieving long-term success.
Services
My independent business model ensures I have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind me and supporting my business. These firms also strengthen my relationship with you by providing the resources I need to better serve you.
At GD Financial Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Our mission is to know and understand your needs, wants, constraints and long-term goals so together we can design a suitable financial plan which my firm will implement for you and regularly monitor and review with you. We have been advising individuals and families for many years and seen the variety of challenges faced today.
Comprehensive Financial Planning: Planning topics may include: accumulation goals, retirement, asset allocation, life insurance needs, college savings, long term care, disability and estate planning. The fee charged depends on the complexity of the financial plan required and can range from as low as $1,200 to as much as $3,800.
We provide transparency in everything we do. Our fees are clearly defined for everyone to see. We use a consultative approach not a sales approach. Our strategy depends on the client's needs. We can make all investment choices together or like most of our clients, we can make all the investment decisions based on your objectives so you can focus on other things.
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