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Welcome to G&G Planning Concepts, Inc.

Helping smart people make smart choices about their money.

At G&G Planning Concepts, Inc., we do things a little differently.

An independent financial planning firm based in the heart of New York City, G&G Planning Concepts, Inc., offers a full range of comprehensive wealth management services to clients across the U.S. and around the globe.

But what really sets us apart?
With combined credentials as Certified Public Accountants (CPAs), Certified Financial Planners® (CFP®s), and Chartered Advisors in Philanthropy® (CAP®s), our team sees things through a very different lens.

  • We think outside the box using a distinctly multidisciplinary view of financial planning. 
  • Our process is designed to explore all areas of your financial life so we can help you make effective financial decisions knowing how every piece of your financial puzzle impacts the others.
  • We customize how we work to fit our relationship, your needs, and your goals.

Most importantly, all of our recommendations begin with a look at taxation—an approach we believe offers the greatest protection for your assets and, ultimately, the freedom to make more effective choices to ensure a more secure, worry-free future for you and your family.

We invite you to contact us today at 212-221-7067 to learn more about what we do, who we are, and how we can help you achieve financial success.

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