dmagJohn Gay, CFP® named to D Magazine List of Best Financial Planners 2006-2016
469-248-6237
dmagJohn Gay, CFP® named to D Magazine List of Best Financial Planners 2006-2016
469-248-6237

What we do:

  • Investment portfolio design, advice, and implementation
  • Retirement planning (are we saving enough?  will we outlive our money?)
  • College education planning and funding analysis
  • Employee benefits and stock option planning
  • Coordination with and referrals to associated professionals
  • Advice related to most personal financial planning areas

What we don’t do:

  • Debt management or credit score improvement
  • Budget counseling
  • Tax return preparation or filing
  • Financial product sales
  • Legal document drafting or execution

If you work with us, we’ll help you coordinate all aspects of your personal financial life.

Our services are typically cost-effective for families:

  • With no consumer debt and
  • Who are saving at least 10% of their gross income (if not yet retired) and
  • Have household incomes greater than $200,000 and/or investment accounts (including company plans) greater than $500,000.