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Financial Planning

What is Financial Planning?

Financial Planning is about developing strategies to help you manage your financial affairs and meet you life goals.  It's the Process of identifying personal financial goals and resources, designing financial strategies, and making 

personalized recommendations that, when implemented, assist you in achieving your goals.  Financial Planning is the long-term process of wisely managing your finances so you can can achieve your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise in every stage of life.

Creating a Sound Financial Plan can be created in Six Simple Steps:

  • Establish Goals
  • Gathering Data
  • Analysis and Review of Financial Status
  • Developing a plan
  • Implementing a Plan
  • Monitoring the Plan and Making Necessary Adjustments

We at The Gentry Group are here to help you make the best financial decisions and we are able to provide help with by providing assistance with the following:

  • Cash Flow Planning
  • Risk Management and Insurance Planning
  • Retirement Planning
  • Investment Planning
  • Estate, Gift, and Wealth Transfer Planning
  • Elder Planning
  • Charitable Planning
  • Education Planning
  • Tax Planning

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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© The Gentry Group LTD. 2021