Hate money management? Had it with money managers? Our clients are smart, professional, savvy pre-retirees who are leery of financial professionals. They are done with Wall Street. They recognize there is more to life than money, and they want to be seen by their adviser as a person, not a pile of cash. They've learned about the myriad of hidden ways that financial advisers get paid. They are ready for a transparent arrangement with a hired professional, free of commissions, trailers, and agendas other than their own best interest. They want someone available to debate the pros and cons, not calling to pounce with a product. They've done their own work on what money is for, and what money means to them. They don't take life, or themselves too seriously. They like to laugh and dream while they learn. It's hard for them to understand why finances aren't more fun. We couldn't agree more.

Website: gaminc.com

Phone: (813) 598-1777