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24 Carolin Road
Montclair, NJ 07043

GD Financial Management

(973) 744-2262

 

Do You Have All Your Corners Covered?

Accumulation & Wealth Management

(Mutual Funds, Managed Assets, Savings)

  • Professionally managed strategies
  • Tax efficiency
  • Diversification
  • Fee-based relationships

Guaranteed Retirement Income

(Social Security, Pensions, Income Annuities)

  • Concern about outliving assets
  • Guaranteed income from your portfolio
  • Need for portfolio withdrawals greater than 4%

Lifestyle Preservation (Insurance)

  • Maintain and preserve your assets
  • Retain lifestyle for spouses and heirs
  • A financial safety net


If we do not address all three financial corners, it could have harmful effects on the strategies we have put in place to date.