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So how does it work? Everything we do at Gammon Financial starts and ends with you, the client. We start with a personal consultation: the whole team will sit down one-on-one to understand what are your financial goals and concerns. We use several tools including a personalized risk-assessment to determine what kind of investor you want to be: conservative, daring, or just saving for something in particular. Then we take what we have learned from you and your family to research and determine what kinds of products and investments would be best and form a personalized plan. After we have drawn up the initial draft, we sit down again to review the plan step-by-step to ensure we are meeting all of your goals and expectations. We then set up a system of checks and reviews to make sure you follow your plan and stay on track, or find out if your plan needs altering to fit your ever-changing life and situation. Here's how to get started on your way to financial freedom: Step 1: Make contact You've found us on the internet, now you're ready to proceed. Call our office at 817-426-9100 to request an appointment or more information or email us through our "contact us" page or directly at any of our personal emails found on our "about us" page. Or feel free to stop by anytime, our doors are always open to you to sit down and visit. We are located at 240 E. Renfro St. Suite 200 Burleson, TX 76028 Our office is upstairs in the brand new B&G building at the beginning of Old Town Burleson just off I-35W and Renfro, next to the Burleson City Market. For maps and directions click here. Step 2: Prepare for your first appointment What to bring: Drivers License and Social Security Number
Any of these documents that you feel are relevant to your situation:
At this point we will give you step-by-step instructions that will help you meet your goals and set you on course for financial success Step 4: Enjoy the peace of mind that comes with knowing your financial future and the future of your family is in good hands
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