GCD Financial Planning, based in Fairfield, Connecticut, offers financial planning and advisory services to individuals, high net worth clients, trusts, estates, small businesses, and charitable organizations. Services include investment strategy and planning, financial objective setting, problem identification, cash flow management, tax planning, retirement planning, insurance review, education funding, debt management, and estate planning. GCD Financial Planning is compensated on a fee-only basis, avoiding conflicts of interest and prioritizing client interests.
Fee Structure
GCD Financial Planning does not manage investments or take custody of investments. They provide advice and recommendations, but clients retain full control over their investment decisions. GCD Financial Planning recommends reputable securities firms for clients to use in implementing their investment plans. Clients enter into agreements for investment and custody directly with those firms.