Our Planning Services

No one’s financial needs are stagnant. At G&G Planning Concepts, Inc., our comprehensive services are designed with complete flexibility and your long-term success in mind. Our mutlidisciplinary team offers deep knowledge and experience in each planning area we provide. For additional services that support your planning needs—legal advice, property and casualty insurance, mortgage appraisals, etc.—we can confidently recommend a provider from our network of trusted professionals.

We provide advice, counsel, and perspective in the following areas of wealth management and financial planning:

  • Financial Planning Services
    Comprehensive Planning • Fee-Based Services • Non-Fee Based Services • Educational Funding • Cash-Flow Analysis • Debt Management
  • Investment Specialist Services
    Asset Allocation & Management • Customized Portfolio Management • Discretionary Accounts • Mutual Funds • Separate Accounts • Unified Managed Accounts • Financial Education Seminars
  • Business Planning & Executive Benefit Services
    Non-Qualified Retirement Plans • Business & Succession Planning • Buy/Sell Funding • Key Person Insurance • Deferred Compensation • Salary Continuation Plans
  • Estate & Charitable Planning Services
    Estate Tax & Transfer Analysis • Tax Reduction Strategies • Gifting Strategies • Charitable Giving • Planning For Children with Special Needs • Survivor Planning & Services
  • Employee Benefit Services
    Medical, Dental & Vision • Group Life and AD&D • Long/Short-Term Disability Income • Supplemental & Voluntary Products • 401k & Profit-Sharing Plans • Defined Benefit Plans & 412(I) • SEP & Simple Plans • 403B & 457 Plans
  • Insurance Services
    Life Insurance • Institutionally Owned Life Insurance • Long-Term Care • Disability Income Protection • Impaired Risk Underwriting • Medicare Supplement Plans
  • Retirement Planning Services
    Income Distribution Planning • Retirement Income Strategies • Lump Sum Distributions • Stretch IRAs • IRAs & Roth IRAs • 403B & TSAs • 401k, Pension & Annuity Planning
  • Tax Preparation Services (offered by Gassman & Gassman CPA PC)
    Income Tax Preparation • Trust Tax Preparation • Business Tax Preparation • Tax Planning • Withholding & Estimated Tax Analysis • Government Representation