Gallant Financial Planning LLC

Gallant Financial Planning LLC is a fee-only investment management firm committed to helping socially responsible individuals maximize their wealth's impact and live well while doing good. They specialize in guiding philanthropic individuals to secure financial futures that align with their values, emphasizing generosity, a spirit of abundance, social concern, and gratitude. With over 35 years of experience, their team of CERTIFIED FINANCIAL PLANNER™ professionals offer tailored strategies and guidance on retirement planning, investment management, estate planning, insurance, and tax planning. They believe in transparency, accountability, and serving clients who share their commitment to balancing purpose with wealth.

Gallant Financial Planning LLC prides itself on its personalized approach, working closely with clients to understand their goals and concerns and creating strategies that are customized to their unique needs. Their dedication to ethical investing, social responsibility, and leaving a positive legacy sets them apart as a trusted partner for individuals seeking financial guidance and a meaningful financial journey.

Gallant Financial Planning LLC is a fee-only investment management firm dedicated to helping socially responsible individuals achieve financial well-being while aligning their wealth with their values. They strive to create a positive impact on the world through social justice, ethical investing, and responsible stewardship of resources. Their team of CERTIFIED FINANCIAL PLANNER™ professionals works with clients who prioritize generosity, a spirit of abundance, social concern, and gratitude, guiding them towards financial futures that meet their needs and support their desired lifestyle.

Gallant Financial Planning LLC promotes a culture of social responsibility and ethical investing, prioritizing the client's well-being and their commitment to making a positive impact on the world. They value generosity, a spirit of abundance, social concern, and gratitude in their clients and team members, fostering a collaborative and supportive environment.

Gallant Financial Planning prioritizes a commitment to social justice and ethical investing, seeking to create a positive impact through responsible resource stewardship. They explicitly state their core values as generosity, a spirit of abundance, social concern, and gratitude, suggesting a strong emphasis on inclusivity and social responsibility in their work. While the website doesn't mention specific DEI initiatives, the company's focus on working with clients who share their values and their dedication to ethical investing implies a commitment to creating a diverse and inclusive environment.