Contact Us

972-475-2461

Hours

Mon-Fri: 8am - 5pm
Saturday:  By Appt.

Family Financial Planning

Home   »   Financial Planning

Do you feel financially strapped and unable to get ahead of the game?


In today’s challenging economic environment, you can’t afford not to get the help you need. Gmac Family Financial provides financial counseling and wealth management services to families and individuals who want to remove the barriers to financial stability and self-sufficiency.

We focus on multi-generational financial planning, plan implementation, and helping you monitor the pursuit of your personal, long-term vision and financial goals. Our approach is based on a relationship, not a product.  And, we strive for that relationship to be long term, collaborative and enduring of the ups and downs of the trials and tribulations of life. Our clients are unique. They may be emerging affluent families, self-employed entrepreneurs, small business owners, families with college-bound children, graduates fresh out of college and entering the big world of financial balancing, retiring baby boomers, retirees, widows or divorcees, but they all recognize the importance of having a personal relationship with a trusted, competent advisor that understands their passions, concerns and goals.

Working with you to remove the barriers to financial stability and self-sufficiency, Gmac Family Financial provides integrated services including financial literacy workshops and one-on-one financial counseling to help our clients reduce debt, improve credit, and save for their futures.

Attend one of our Financial Literacy Workshops:


Family Financial Planning Day Workshop – Come to a Family Financial Planning Day event and get free, one-on-one advice on a wide range of personal finance topics:

  • Budgeting
  • Credit and Debt
  • Education Savings
  • Estate Planning
  • Financial Risk Protection with Insurance
  • Tax Free Retirement

You can also attend informative classroom workshops addressing key areas of financial planning. Best of all, it’s all free and there are no strings attached.

Complete Financial Management Workshop – A large percentage of all workers in the U.S. are experiencing stress from either poor past financial decisions or from not having a good financial plan. This Complete Financial Management Workshop empowers couples and individuals by providing practical advice and hands-on training towards an improved approach to managing their financial affairs.

Financial Management Workshop for Women – Taking Control: Financial Management Workshop for Women. Research studies indicate that only a very low percentage of women have completed a retirement savings calculation. According to the 2010 Census Report, 45% of women over age 65 are widows, and 75% of nursing home residents are women. The majority of married women will spend many years managing their resources on their own with very little training. This workshop is packed with information essential for women wanting to understand how to deal with the unique financial issues they will be facing.

Formatted with a woman’s needs in mind, this program covers the six keys to financial management and other issues that women face.  These six keys are:

  • Cash Management
  • Estate Planning
  • Investment Planning
  • Retirement Planning
  • Risk Management
  • Tax Planning

Get in Touch

972-475-2461

Mon - Fri: 8:00am - 5.00pm
Saturday:  By Appt

Ask a Question

11 + 9 =

To schedule a free consultation

Follow Us

2018 © Gmac Family Financial.  All Rights Reserved. Website design by 91 Media

Disclosure

All written content is for information purposes only. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Gmac Family Financial, LLC is not affiliated with or endorsed by The Social Security Administration or any government agency. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

Pin It on Pinterest

Share This