Gallant Financial Planning
CEO and Lead Financial Planner and Investment Advisor
Welcome to Gallant Financial Planning LLC, a Registered Investment Advisor firm in Rockville, Maryland, founded by Debbie Heffernan Gallant.
I founded Gallant Financial Planning in 2009 because I truly love working with clients to navigate money to improve their lives. I've always believed that a personalized financial plan is much more than investment advice.Taking into account all factors that comprise your financial profile, it can serve as a powerful tool that enables you to make informed financial decisions and actively take steps in the right direction toward your goals. Because every person comes with a unique history and individual goals, we take the time to get to know you on a personal level so we understand you circumstances, needs, and dreams. We'll help you establish your life plan and then work together to get you there.
Supporting you in each step of your journey, we specialize in a variety of financial services, including:
- Comprehensive Personalized Financial Planning
- Financial Coaching/Education
- Retirement & College Planning
- Cash Flow Management & Savings Strategies
- Investment Advisory Services & Asset Allocation Recommendations
- Investment Management
- Financial Life Planning
Our services are available at a range of levels according to your needs. Projects can range from a single consultation to a multi-month plan to a lifelong financial roadmap. Contact us to learn how we can personalize a financial life plan for you.