GRAY FINANCIAL

This is a free of charge meeting that is focused on establishing a relationship between you and us. Prior to this meeting you'll be asked to complete a Confidential Questionnaire that can be obtained on the GFP Website. The questionnaire will identify the scope of services desired and help determine whether GFP will be able to assist you in reaching your goals. GFP believes it is very important for us to be a good "fit". We will explain the services we provide and answer any questions your may have. The purpose of the meeting is strictly to meet each other and determine whether we desire our relationship to go forward... We will work together to execute and put your plan into motion. This may seem to be a daunting task, however since you are a partner with GFP in your plan; we are here to help you carry the load... If you are looking for independent, objective financial planning and advice, without account minimums or conflicts of interest, you have come to the right place. Most..

Also known as: Gray Financial LLC, Gray Financial Planning LLC

Primary location: Mckinney United States