The Gallant Financial Planning Team

Gallant Financial Planning provides fee-only financial planning and investment management to help ensure you’ll have what you need to live the way you want.

As we work together to build your plan, we build a relationship. When you work with us, you can expect to receive expert, caring advice – not a sales presentation. You can look forward to focused, personal attention from our team in a friendly, warm and relaxed environment. The services we provide are completely adaptable to your goals and your needs.

Our Mission is to help you create meaning and purpose with your wealth. By guiding you through your many options for maximizing your income and savings, we aim to help you build your wealth so you can establish a secure financial foundation and achieve your life and financial goals.