• 2
  • 3
  • 4
  • 5
Print
PDF

Welcome to The GM Financial Group, LLC

The GM Financial Group, LLC is a fee-only, independent, comprehensive financial planning and investment management firm grounded in a CPA discipline.

SOLID OBJECTIVE ADVICE, IN PLAIN ENGLISH AND NO PRODUCT SALES

We believe well informed clients make better decisions and have greater peace of mind. When you are searching for financial advice, it should be understandable--straightforward and with no jargon. We provide that guidance at The GM Financial Group, LLC.

We also believe every client deserves uncompromised advice. We do NOT take commissions, referral fees, loads or product sale kickbacks that could impair our objectivity.

A HOLISTIC APPROACH

Your financial life is multi-dimensional and so should your wealth management. At The GM Financial Group, LLC our Certified Financial Planner Practitioners ™ (CFP's) and Certified Public Accountants (CPA's) expertly navigate your full range of financial needs. Our advisers stack the odds in your favor of living a prosperous life and enjoying a comfortable future. We offer...

  • Comprehensive Financial Planning
  • Investment Management Based On Empirical Research
  • Retirement Planning
  • Pro-Active Tax Minimization Strategies - Taxes Matter
  • Unbiased Insurance & Annuity Advice
  • Estate Planning & Gifting Ideas
  • Smart Education Savings Plans
  • Cash Flow Management
  • Business Consulting and 401K Plans

YOUR DEDICATED PARTNER

We are committed that our clients live richer and less stressful lives. Our primary focus is helping individuals and families achieve a sense of direction, clarity and confidence in their future.