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 financial advisors earn their living partially or fully from commissions on the products they sell, such as front-end-load mutual funds and cash value life insurance. We are a Fee-Only planner, which mean that our only compensation comes from clients. This eliminates potential conflict of interest between what's best for the client and what makes more money for the planner, and allows Gray Financial Planning to give you truly independent, objective advice.
Financial Planning is a discipline which integrates all areas of personal finance, including planning for education, retirement, investment, taxes, insurance, and your estate. Gray Financial Planning works with individuals and families to help them define and meet their financial goals.
Dan Gray CFP® adheres to the Code of Ethics and Professional Responsibility adopted by the Certified Financial Planner Board of Standards Inc. and accepts the obligations not only to comply with the mandates and requirements of all applicable laws and regulations but also to take responsibility to act in an ethical and professional manner in all professional services and activities.
