Don’t wind up living in a shack in the hills …

Schedule a meeting with Gerrish Financial today and start taking control of your financial future.

Gerrish Financial provides practical financial plans specifically created to help clients take control of their finances, reduce financial stress, and achieve their life goals.

Are you in financial control? Have stress? Achieved your goals?

Our financial plans are designed to help you take control of your finances, reduce stress, and achieve your financial goals.

To learn more about our financial planning and investment management services, schedule a complimentary "Discovery" meeting today.

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