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Financial Planning

Achieve Your Financial Goals

Our Financial Planning services help families and businesses alike to achieve their goals and to be prepared for anything. We develop tailored financial plans, designed with our client’s best interest in mind.

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We’re not just financial professionals.

We are coaches, consultants, and sometimes, even, financial therapists. Much of the value we deliver lies in the tidiness and confidence our financial plans provide to our clients.

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Our Financial Planning Services


Our Financial Planning services incorporate all aspects of your current financial picture, financial life, and financial goals to create a plan just for you.

Foundational Planning


Foundational Planning Services Include:

Risk Management

  • Insurance Review & Planning
  • Debt Reduction Strategies
  • Executive Summary w/ Objectives
  • Liquidity Planning
  • Risk Analysis

Key Objectives & Growth

  • Personal Financial Statement
  • Cash Flow Planning
  • Qualitative & Quantitative Goal Planning 
  • Budgeting

Legacy Planning

  • Distribution Strategies
  • Estate Planning

Established Planning


Includes All Foundational Planning, Plus:

Risk Management

  • Asset Protection
  • Coordination w/ Outside Professionals: Accountants, Attorneys
  • Key Info Review

Tax Planning

  • Tax Planning
  • Income Tax Planning
  • Cumulative Income Tax Plan
  • Distribution Tax Planning
  • Access to Advisory Team

Key Objectives & Growth

  • Goal Planning w/ Probability Analysis
  • Investment Philosophy Planning
  • Tax & Risk Diversification Strategies
  • Employee Benefits Strategies

Legacy Planning

  • Legacy Planning
  • Cumulative Tax Planning
  • Estate Transition Planning
  • Health Insurance Cost Planning
  • Lifetime Income Planning
  • Identity Protection

High Complexity Planning


Includes All Established Planning Services, Plus:

Risk Management

  • Buy/Sell Funding Strategies
  • Credit Score Review & Strategies

Tax Planning

  • Tax Planning
  • Estate Tax Strategies
  • Coordination w/ Outside Professionals: Accountants, Attorneys

Key Objectives & Growth

  • Executive Summary w/ Objectives
  • Social Security Strategies
  • Advisory Board Creation
  • Discuss if planning is needed for family members with Special Needs
  • Divorce Financial Planning
  • Aggregated Document Management in Personal & Private Online Vault

Legacy Planning

  • Charitable Gift Planning
Download A Full Menu Of Services

Download a printable sheet outlining our financial service offerings

Financial Planning Roadmap

Download Our Financial Planning Capabilities Roadmap

Is Now The Time To Assess Your Financial Situation?

If you’ve experienced one or more of these life events in the past 2 years, then we think you should.

  • Marriage

  • Had children

  • Advanced in your career

  • Been away from work for personal or health reasons for an extended period of time

  • Changed jobs

  • Bought or sold your home

  • Graduated or gone back to school

  • Retired or settled on a retirement date

  • Bought or sold a business

  • Received inheritance

  • Provided care for a loved one

  • Buried a loved one

The list could go on but each one of these life events presents its own unique opportunity to assess your financial situation and make necessary adjustments.

Do You Have A Financial Plan In Place?

If you have to ask yourself if you have a plan in place, then you probably don’t. At Gambin Financial Group, we’re here to help bring awareness to your financial life and provide a roadmap to navigate the ever-changing landscape of life.

Start Planning With Us
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