Gehrig Financial Planning is a New York-based financial services firm specializing in comprehensive, fee-only financial planning. As a fiduciary, the firm is committed to putting clients’ best interests first, providing unbiased guidance tailored to individual financial goals. Gehrig Financial Planning serves a wide range of clients, including professionals, families, and retirees, with a clear focus on personalized financial strategies and long-term wealth management. Their services encompass retirement planning, investment management, tax-efficient strategies, and holistic financial wellness.

The firm distinguishes itself with a transparent, client-centered model that avoids commissions and product sales, helping to build trust and lasting relationships. Gehrig Financial Planning is known for its educational approach, working closely with clients to ensure full understanding of their financial plans. The team’s dedication to ethical standards and personal service makes it a respected choice within the financial planning community. Gehrig Financial Planning is a proud member of organizations such as the National Association of Personal Financial Advisors (NAPFA), reinforcing its commitment to professional excellence and integrity.

Website: https://www.gehrigfp.com/

Key Services:

– Retirement and financial independence planning
– Investment management and portfolio allocation
– Tax planning strategies
– Budgeting and cash flow analysis
– Education funding planning
– Risk management and insurance needs analysis
– Estate and legacy planning consultations
– Fee-only fiduciary advisory services