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Consider giving the gift of a strong financial foundation.
Contact us if you are interested providing this service to someone as a birthday or holiday gift.
I have never met anyone close to retirement, who didn’t say they would do things differently if they were younger.
Gamma Planning Essentials (GPE), which is about the price of a mid-quality gym membership, will help you create a solid foundation you won’t regret you had in your future years. GPE will help you determine what job offer you should accept, whether you are ready to buy that house, or help you navigate your work benefits, and much more!
Think of it as a six-month boot camp, where we address your concerns, and build structure for your future, on what you need to know, without a dissertation on things that don’t matter to you. Afterwards you can continue to receive support month-to-month, with real-time guidance as you need it, or you can cancel at any time.
Career Development Coaching
Written Budget
Big Ticket Item Financing Conversation
"Can I Afford It?" Conversation
Real-Time Financial Behavioral Coaching
Personal Balance Sheet and Net Worth Calculation
Dynamic Debt Repayment Plan
Referrals Where Appropriate
Analysis and Explanation of your Benefits Package
Annual Medical Enrollment Conversation
Comparison and Recommendation Of Employee Benefits for Married Couples
Insurance Needs Analysis
Reviews Or Recommendations For The Following Insurance Coverages:
-Auto
-Homeowners,
-Medical
-Small Business Insurance recommendation
Retirement Needs Analysis
Retirement Vehicle Recommendation
Traditional vs. Roth conversation
Discussion Of Impact Of Special Circumstances, Such As Windfalls
Tax Reduction/Management Techniques
Small Business Start-Up Entity Guidance
Small Business Retirement Plan Vehicle Recommendation
Strategies To Manage Your Assets During Temporary or Permanent Periods of Legal Incapacitation (Diminished Capacity, Alzheimer’s, Surgery, Etc.)
Estate Planning for Non-Traditional Relationships
Blended-Family Estate Planning Recommendations
Review and Recommendation On How To Best Title Property
Quarterly Newsletter
One-time Engagement
(Up To Three Categories)
$ 250
-
90 Minute Consultation
can be converted to a full 6-month membership. at the end of engagement you will receive a credit back of $50.
Quarterly Engagement
Up Front Fee of $270
$ 270 / QTR
-
25% Savings!
maximize your savings with our quarterly engagement option!
Best Value
Subscription
(6 Months Minimum)
$ 119 / mo
-
First Payment Due After 30 days!
after the six month subscription period, the service can be converted to a month-to month engagement.
Interested? Help Us Help You With Our Onboarding Questionnaire.
Your input will assist me in gaining important insight into your current situation.
With that insight, I will be better prepared for our upcoming meeting.
Let’s Talk
Set an appointment
Legal
Gamma Wealth Management (“GWM”) is a registered investment advisor offering advisory services in the State(s) of Maryland and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of GWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Securities offered through Charles Schwab, INC Member FINRA/SIPC and Folio Investments, INC. Member FINRA/SIPC.
Advisory Services offered through Gamma Wealth Management, LLC. Charles Schwab, INC, Folio Investments, INC and Gamma Wealth Management, LLC. are unaffiliated. Gamma Wealth Management does not provide tax or legal advice.
