Our Services

/Our Services
Our Services2018-06-12T18:20:13+00:00

We help you evaluate your financial alternatives

Comprehensive financial planning services for individuals and businesses

Georgeann will work with you to identify your financial objectives and to evaluate your alternatives.

She will help you implement your preferred plans by collaborating with your team of advisors – accountants, tax professionals, money managers, attorneys,  bankers, valuation experts, and others.

Gap Financial Counseling can help you

  • Evaluate your current business or personal financial plans
  • Consider your alternatives
  • Collaborate with and co-ordinate the advice received from other advisors
  • Manage your current and future liabilities
  • Review your asset allocation
  • Examine your individual investments (publicly traded or privately-held)

To learn more, call Georgeann at

239-254-7880