GMR
Strategic Financial, LLC
About Us
Privacy Policy
Disclosure Form
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Our Firm Our Firm provides comprehensive fee-only financial planning and wealth advisory services to professionals, retirees, business owners and other clients using cash-flow based analysis to help meet their financial objectives. Recommendations are based on suitability with a client’s specific needs, circumstances, time horizons and goals without requiring clients to turn over the management of their assets to a financial advisor. The firm focuses most of its work on comprehensive financial plans, retirement planning, investment planning and estate planning. Our mission is to work with clients with a focus on the issues of risk and return at the asset level of decision making and advocating a strategic, passive asset allocation approach. The firm and its advisor are registered with the State of Arizona. The president and principal advisor is a Certified Financial PlannerTM (CFP®) Practitioner, Chartered Financial ConsultantTM (ChFC®), Accredited Wealth Management AdvisorSM (AWMA®) designee, Accredited Asset Management Specialist (AAMS®) designee Chartered Retirement Plans SpecialistSM (CRPS®) designee and Chartered Mutual Fund CounselorSM (CMFC®) designee. He is an active member of The Financial Planning Association, the Society of Financial Services Professionals, the International Association of Registered Financial Consultants and the Government Finance Officers Association.
Our Mission
Our Mission
is to partner with clients to enable them to achieve their financial goals
through objective planning and advising the allocation of wealth building
assets. Our purpose is to help build, manage and preserve client wealth. We
focus exclusively on what the client needs without being tied to
specific products. We are
fiduciaries. We put our clients' interest first, act with integrity and honesty,
and strive for excellence in every facet of our practice. Our success is
measured by our clients' success in
achieving their goals.
Our Clients
Our
Clients share
in the realization that by coordinating and managing today's financial decisions
they can achieve their goals for tomorrow. They are individuals and businesses
who expect excellence and have made a firm commitment to achieving it
themselves. Our clients control their own financial plans and usually have a
desire to manage their financial affairs on a daily basis with advisory
assistance in assessing needs and developing and monitoring asset allocation
plans. They are highly motivated to work with a professional CFP® advisor, not a
sales representative.
Privacy Policy: Working with GMR Strategic Financial
GMR Strategic Financial does not disclose or use non-public personal information about our clients, and/or former clients, other than to carry out the purpose for which the information is disclosed, or as permitted by law. GMR Strategic Financial safeguards records and information, and that information will not be disclosed to an unaffiliated third party for any reason, without your prior written consent.
Contact Information
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