Why consider using Gallant Financial?
Choosing an advisor you can trust is one of the most significant decisions you will make in your lifetime.
Here at Gallant Financial our main objective is to help you achieve financial security today and far into the future. We start every relationship by conducting an in-depth evaluation of your financial situation in order to create a financial plan based on your specific goals and resources. Your goals will always dictate our financial recommendations. We will help you maximize your financial efforts with a well-organized plan and continue to provide you details and recommendations throughout your relationship with us.
Personal Planning
Financial planning is the gathering of information relating to the financial health and well being of a client. Through an interview process, a client’s financial concerns and future goals are established. The information gathered is then analyzed and compared with the client’s stated goals.
Selling Your Business
When you started your company, your personal goals probably aligned closely with your business goals. Remember selling a business will often result in major tax consequences. Gallant Financial can help you address those consequences and mitigate them.
Tax Planning
Financial planning is the gathering of information relating to the financial health and well being of a client. Through an interview process, a client’s financial concerns and future goals are established. The information gathered is then analyzed and compared with the client’s stated goals.
