Gallant Financial Planning, LLC
Our team of 3 CERTIFIED FINANCIAL PLANNERS focuses on holistic financial planning and investment management for all phases of clients lives. Debbie focuses on providing financial life planning to retirees and pre-retirees, both helping you get ready for retirement and then later creating a sustainable "retirement paycheck." Debbie does a lot of tax planning for clients as well. She's supported by two additional CFPs: Irina who focuses on investment management including social responsible investing through ESG funds and Courtney who supports clients in the areas of cash flow and budgeting, student loan repayment, and younger clients juggling their first jobs, buying a first home, and/or educational planning.
As fee only advisors and fiduciaries, we avoid conflicts of interest so you can feel confident that we're always providing unbiased recommendations and objective advice to you. With a fully transparent fee structure, you always know what you are paying. Your best interests always come first.
Gallant Financial Planning is a certified B corporation and a member of the US Sustainable Investing Forum.
Our clients include folks trying to juggle saving for college and retirement at the same time, those receiving an inheritance and don’t know how to maximize their new resources, as well as widows and single women who want someone on their “team” to look out for their best interests. We serve working professionals, Federal employees and school teachers, young professionals as well as retirees, and clients in transition.
We are always excited to meet with people who are interested in learning about how they may benefit from financial life planning. Whether you’re looking for a new financial partner or have yet to start the journey with an advisor, I encourage you to reach out to me for a no-obligation conversation. To learn more, email me at firstname.lastname@example.org or call (301) 461-8492.