Planning For Families

Financial Strategies for Families

Gambin Financial Group helps families prepare for their financial future. Having a family brings unique complexities to your finances — having a plan and team in place helps to manage these complexities. We help families plan as they grow. Through marriage, parenthood, college, retirement and beyond, our team will help plan and prepare for your family’s financial future.

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We’re not just financial professionals.

We’re often seen as 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 for Families

Our Financial Planning services create clarity and certainty for families. We’ll take a look at where you are today, where you want to be, and what might come your way to create predictability for your family’s future.

Foundational Planning For Families

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 For Families

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 full menu of family financial planning services

Download Our Capabilities Sheet

Download a printable sheet that details how we can help you.

Download Our Areas Of Focus

Download a printable sheet that details what our financial planning focuses on.

Start Planning With Gambin Financial Group

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