Fee Only Fiduciary Certified Financial Planner CFP® in Frisco Texas

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  • Overview
  • John Gay CFP®
  • Investments
  • Bible & Money
  • Pricing
  • Forms
  • Articles
  • Contact
John Gay

John Gay

3 posts •

Broker-sold structured notes.. stop the insanity!

It is difficult to get a man to understand something when his salary depends upon his not understanding it. --Upton Sinclair The investment below was recently pitched to a client of mine by

GE lump sum pension buyout offer: should you take it?

I'll briefly explain here the steps I take when helping clients make this decision: Collect the summary plan description (SPD), summary of plan amendments, and buyout offer letter. Using actuarial software, calculate the actuarial present value of the pension benefit according to the mortality...

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Honesty. Competency. Simplicity.

Christian, Certified Financial Planner. Unique flat fee model, client-implemented investment advice. Cost-effective retirement, college, insurance, personal finance help.

John Gay, CFP® named to D Magazine List of Best Financial Planners
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