Financial Planning is a process rather than a product. At the center of this process are the clients and their goals. The planner's role is that of a facilitator to assist the client on the path to reaching these goals. Some clients will want more assistance than others, and GFP's fee structure will accommodate this need. I can help you with developing a comprehensive financial plan, asset management, charitable giving, education funding, and insurance planning for your family or your small business. Planning and investment services are provided on a fee-only basis. Investment management is facilitated on the electronic platform of a major discount brokerage at minimal fees. Insurance services are compensated on a commission basis, and contracts with numerous carriers allow me to search out the best product for you, the client.

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