Welcome To G&L Financial Planning, Inc

We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.

Whether you have a retirement nest egg of five million dollars or $100,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. Like many people, your retirement may last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.

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We manage assets for individuals and families, providing investment management, and financial planning services.

 

Retirement Planning

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security and personal savings and investments are expected to play a role. Every hard worker’s dream is to have a comfortable, stable, and secure retirement years. And now because we will...
 

Income Strategies

You can now look forward to a retirement that could last 30 years or more. That’s a great thing. But planning for it comes with more challenges than ever before. One of the most common fears for retirees and those planning for retirement is outliving their money. So while you’re thinking about...
 

Insurance Reviews

Insurance reviews are an opportunity to measure your progress for your future goals. It’s a thorough process which involves a close analysis of personal finances and an assessment of other building blocks. We can help you look at how to balance work and leisure, how to make smart choices for the...

Blogs

Team

Matthew Jones

Lead Attorney | Managing Partner Gorman & Jones, PLC
Matthew Jones, a native Michigander, is an estate planning attorney who specializes in asset protection. He has been practicing law in Florida and...

Joseph Gilewski

Accredited Wealth Management Advisor
Joseph Gilewski, is an Accredited Wealth Management Advisor from the state of Florida. With ten years experience in the fields of financial and estate...