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thegmfinancialgroup.com

The GM Financial Group LLC | The GM Advantage

http://www.thegmfinancialgroup.com/about/the-gm-advantage.html

Sunday, September 04 2016. Building. Managing and Safeguarding Your Wealth. Tax Planning and Preparation. The financial services landscape is changing dramatically. It can be harder than ever to find the right advisory relationship. We think choosing a financial advisor is something that should be done carefully and patiently. When the fit is right, you will know it. Here are some of the important aspects that give our clients the advantage over others:. We are structured to benefit the client. Not only ...

thegmfinancialgroup.com

The GM Financial Group LLC | Tax Planning & Preparation

http://www.thegmfinancialgroup.com/services/tax-planning-preparation.html

Sunday, September 04 2016. Building. Managing and Safeguarding Your Wealth. Tax Planning and Preparation. Tax Planning and Preparation. We Offer the Following Tax Services to Minimize Your Taxes:. Preparation of Tax Returns:. Retirement Plan Set Up and Advice. Pension Plan Set Up and Advice. MERP Set Up and Advice. These services are offered through our sister company The GM CPA Group, P.C. Tax Planning and Preparation. The GM Financial Group, LLC 10 South Main Street Pennington NJ 08534 tel: 609-737-6600.

thegmfinancialgroup.com

The GM Financial Group LLC | Videos

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Sunday, September 04 2016. Building. Managing and Safeguarding Your Wealth. Tax Planning and Preparation. What is Fee-Only Financial Planning? What is Comprehensive Financial Planning? Why is a fiduciary standard important? For more than 30 years, Dimensional has been translating compelling research into practical investment solutions for clients. University of Chicago Booth Professor and Nobel prize winning economist Eugene Fama talks about the evolution of modern finance. Powered by AdvisorFlex Websites.

thegmfinancialgroup.com

The GM Financial Group LLC | Our Process

http://www.thegmfinancialgroup.com/about/our-process.html

Sunday, September 04 2016. Building. Managing and Safeguarding Your Wealth. Tax Planning and Preparation. The Framework for Success. Financial Planning and Investment Advisory is built on a foundation of trust and confidence. To ensure that we act in your best interests, The GM Financial Group follows a meticulous six-step process. The process balances your desire for freedom with your expectations of excellence. 1 Establishing and Defining the Client Planner Relationship. Taking your personal needs and ...

thegmfinancialgroup.com

The GM Financial Group LLC | Comprehensive Financial Planning

http://www.thegmfinancialgroup.com/services/financial-planning.html

Sunday, September 04 2016. Building. Managing and Safeguarding Your Wealth. Tax Planning and Preparation. Comprehensive Financial Planning is the process that transforms goals into reality. While certain goals may lie far in the future, planning provides an immediate sense of control over your finances as well as the excitement of knowing you are pursuing your life dreams with the most effective action. You have the opportunity to make a substantial positive contribution to the success of your children o...

thegmfinancialgroup.com

The GM Financial Group LLC | Frequently Asked Questions

http://www.thegmfinancialgroup.com/about/faqs.html

Sunday, September 04 2016. Building. Managing and Safeguarding Your Wealth. Tax Planning and Preparation. Please click the questions below to discover the answers. What does being a fiduciary mean? Because broker-dealers are not necessarily acting in your best interest, the SEC requires them to add the following disclosure to your client agreement. Read this disclosure, and decide if this is the type of relationship you want to dictate your financial security:. If this disclaimer appears in agreements yo...

thegmfinancialgroup.com

The GM Financial Group LLC | Meet The Team

http://www.thegmfinancialgroup.com/about/meet-the-team.html

Sunday, September 04 2016. Building. Managing and Safeguarding Your Wealth. Tax Planning and Preparation. A Message from the President. Welcome and thank you for visiting! We want you to know that The GM Financial Group, LLC was founded with the objective that our clients lead rich and stress free lives with the knowledge that their financial affairs are in order. Our primary focus is in helping families and individuals achieve a sense of direction, clarity, and confidence in their financial future.

thegmfinancialgroup.com

The GM Financial Group LLC | Strategic Alliances

http://www.thegmfinancialgroup.com/about/strategic-alliances.html

Sunday, September 04 2016. Building. Managing and Safeguarding Your Wealth. Tax Planning and Preparation. The GM Financial Group, LLC is proudly associated with the most well-respected organizations within the financial advisory industry including:. See our FeeOnlyNetwork profile here. A Personal Financial Specialist (PFS) is a Certified Public Accountant (CPA) who meets the financial planning requirements established by the American Institute of Certified Public Accountants (AICPA). The credential i...

thegmfinancialgroup.com

The GM Financial Group LLC | 401(k) Plans

http://www.thegmfinancialgroup.com/services/401k-plans.html

Sunday, September 04 2016. Building. Managing and Safeguarding Your Wealth. Tax Planning and Preparation. Our Commitment. A Better Way to do the 401(k). As a fee-only, no commission, independent Registered Investment Advisor we have a strong belief in the value of objective, professional investment counsel. Our goal is to bring the same quality of investment management we provide to our wealthy individual clients to the 401(k) marketplace. Retain employees and maximize owner savings. Our firm does not be...