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Finding Your Fit

My Financial Gal is a full-service financial firm with a team that is committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better equipped to identify your goals and make sound decisions to achieve them by utilizing our sound financial advice.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Our team is proud to assist clients with all of their financial planning needs, including life insurance, fixed index annuities, mutual funds, simple IRAs, 401(k)s, and more. We begin this process by using a form to collect all of the necessary information from you upfront so that we can learn more about you and your objectives. We then develop a written plan to help you achieve your goals and further develop it and review it over time so that we can adjust the plan accordingly.

 We believe that it is vital to develop a trusting, long-lasting relationship with you in order to best understand your retirement planning needs. As such, we value meeting with our clients face-to-face when possible so that we can provide you with the most personalized service possible. If you have any questions or are interested in scheduling an appointment with us, please see our Contact page to find out more about how you can get in touch with us. We look forward to hearing from you!

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 Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated. Mutual Funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing in Mutual Funds. The prospectus, which contains this and other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. Thank you