As a trusted financial advisor, whether your objective is to build a secure financial future or to define and preserve an important legacy, we are passionate about stacking the odds in your favor.
We steadfastly abide by our core principles and are passionate about building relationships that will last for generations. In order to fulfill our mission, we are committed to:
We are Fee-Only. This indicates we are compensated solely by ways of fees paid by our clients. We do not sell any products or receive any commissions or compensation from third parties. This eliminates any conflict of interest. Our recommendations are completely impartial and unbiased. We are a NAPFA Registered Advisor. Founded in 1983, the National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planners. NAPFA registered advisors sign a Fiduciary Oath that puts client’s interests above all others. NAPFA registered advisors must meet the most rigorous continuing education requirements in the industry.
At The GM Financial Group LLC, our outstanding reputation is our finest attribute and our client’s satisfaction is our greatest reward.