Our Services

Our Services

GML Financial Advisory Services, LLC is a fee based financial planning and investment advisory firm specializing in retirement planning for individuals and for small business owners.

We provide specialized as well as comprehensive written financial plans and integrate on-going Portfolio Management of investable funds using no-load mutual funds, exchange-traded funds, stocks and bonds.  Specializing in the area of retirement planning, we assist clients with the most beneficial way to manage a direct rollover of employer-sponsored retirement assets.

Financial Planning

We examine the various aspects of a client's overall financial circumstances.  Depending on our engagement, this may include cash flow, insurance, investments, tax planning, retirement planning and estate planning needs.  Whenever it is applicable, this service may also include college planning and/or long term care planning.

Portfolio Management

We offer ongoing and individualized investment management for clients who prefer to have professional oversight.  Portfolios are tailored to meet client objectives and utilize stocks, bonds, money market funds, exchange-traded funds and no-load mutual funds.  Client interaction is encouraged and efforts are made to educate clients regarding the specific strategies employed to meet the clients financial objectives.