Broker Check

24 Carolin Road
Montclair, NJ 07043

GD Financial Management

(973) 744-2262

 

Our Services

Once your goals have been established, we will customize appropriate strategies. We help you execute a sound financial program utilizing the following products and services:

Insurance and annuity products

  • Life Insurance - Term and/or Whole-life (cash build up). Needs Analysis and Policy Review (Life Insurance Audit) 
  • Fixed and Variable Annuities 
  • Disability Insurance 
  • Long Term Care Insurance

Investment management

  • Commission Based: Mutual Funds, Education Plans
  • Fee-Based Asset Management Services: Wealth Management Passive and Active Strategies

Retirement strategies

  • IRAs, SEPs, Simple Plans

Estate planning

  • Insurance Needs Analysis, Business Ownership Succession Plans

Tax Planning


Comprehensive Financial Planning: Planning topics may include: accumulation goals, retirement, asset allocation, life insurance needs, college savings, long term care, disability and estate planning. The fee charged depends on the complexity of the financial plan required and can range from as low as $300 to as much as $1,200. There is no fee for financial plans our firm implements for you.