Building a Solid Financial Foundation and Future
Financial security is not an end in itself; rather, a secure economic foundation is what allows for the fulfillment of your life goals. At Gallant Financial Planning, we provide personalized financial life planning and investing with the goal of helping you build financial security and live your ideal life. Rather than solely focus on how to accumulate and preserve your assets, we go a step further and help you understand how you can use those assets as a tool to fulfill your dreams and achieve your goals.
As an independent, fee-only Registered Investment Advisor, we serve in the highest fiduciary capacity, putting your needs and goals first. We strive to go beyond the service level of the typical wealth management firm and serve as a trusted guide on which you can rely for honest recommendations and customized plans tailored to your circumstances and goals.
Led by Debbie Gallant, a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant®, Chartered Retirement Planning Counselor®, and Registered Life Planner, we combine experience, knowledge, and a passion for helping people in all that we do. Taking a holistic approach to your financial health, you can feel confident knowing you're working with a financial planner who takes your success – personal and economic – to heart.
Whether you’re just becoming financially independent or are years into an established financial identity, the time is always right to start taking your economic future seriously, and taking your financial journey into your own hands. Contact us today to learn how we can customize a strategy in a way that best suits you, your family, and your life dreams.