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Gift Certificate Program

Gift Certificate Program – 2014

Today marks the release of our financial planning gift certificate program. This is a fantastic and thoughtful gift for those special people in your life. We offer our gift certificates in several options to best fit your gift giving needs. Your purchase also includes a gift certificate Sample for presenting to your gift recipient on their special day.

Gift Certificate Options

  1. A flat dollar amount to be used towards any of our services offered
  2. A select number of prepaid hours to be used towards any of our services offered
  3. Prepay the entire amount of the recipients needs (requires a pre-consultation with us to determine the scope and cost)

Additional Program Features

  • No expiration dates
  • Transferable to other family members
  • Can be used for any of our services
  • No need to redeem entire gift certificate at once
  • Lost certificates – notify us for a replacement

Contact us today and give the gift of financial planning.


IRA Contribution Reminder

The deadline to file your 2013 tax return is one month away! Here is a reminder to anyone who has either claimed a deduction for your 2013 IRA contribution or wants to make a non-deductible contribution.

The maximum amount that can be contributed for 2013 (2014 as well) is $5,500. If you are age 50 and above an additional $1,000 is allowed. This applies to both Traditional and Roth IRA’s.

Deductibility of an IRA contribution phases out at certain income levels, but a non-deductible contribution is still permitted. The ability to contribute any amounts directly to a Roth is phased out entirely at a certain income. Read more..

Financial Planning Process

Gerrish Financial’s 7 Step Financial Planning Process

Gerrish Financial Planning Process

Click the image to the right for a larger view of the process we follow when creating your financial plan