Meeting Your Financial Planning Needs

“The guidance we provide is not just about making money, it’s about making a difference. The right financial principles can help you live your best life.”

Frank Galzarano, ChFC®, AIF®, CFP®
Managing Partner


Establishing Financial Stability and Building for the Future

We work with young professionals to help them implement savings strategies for long-term goals, family education goals and major milestones. We help manage student loans, mortgage and other financial commitments, as well as capture the power of compound interest and long-term investing through a personalized investment strategy.


Managing Wealth From Your Business

We work with business owners to help diversify wealth, create value in their business, find opportunities to mitigate taxes, and navigate the complexities of transitions such as buyouts and successions.


Getting More from Your Corporate Benefits

Working with corporate executives, GDI will help you understand your corporate benefits package and stock options, implement stock option strategies that align with your retirement goals, mitigate capital gains tax and harvest tax losses, manage risk and diversify your wealth.


Navigating the Divorce Transition

For those who are experiencing this major transition, GDI can help define your new lifestyle and set personal goals, evaluate various financial options regarding your divorce settlement, consider risk, tax and insurance needs as you reestablish your independence, and work with multiple specialists to ensure the various areas of your wealth reflect your current needs.


Planning for Retirement

We work with pre-retirees to uncover and prioritize their financial goals for retirement. We project retirement income needs to design cash flow strategies, manage accumulation rates and mitigate risks such as market volatility and gaps in insurance protection.


Living in Retirement

For our retired clients, we help ensure their wealth lasts without sacrificing their lifestyle, estate and legacy planning, and provide customized solutions to help reduce the impact of market volatility.

Schedule an Appointment

Frank Galzarano, ChFC®, AIF®, CFP®
Managing Partner, Financial Planner
Schedule an Appointment with FrankCall Now
Mark Dougherty, CFP®, RICP®, CMFC®
Partner, Financial Planner
Schedule an Appointment with MarkCall Now