Financial Services - , New York, United States
At Gale Financial Well-Being, we take pride in building structurally sound financial strategies tailored to individuals and to families with children who have special needs. Over the years, we have helped many families navigate through the complex waters of setting up specialized financial plans for themselves now and for their children later. We have found that a focused approach with our unique skill set as a qualified behavioral financial professional can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world. No one strategy fits everyone, which is why every client gets our undivided attention—from initial discussions to execution to follow-up. We take a proactive approach in helping you develop a strategy to address the unique needs of your situation, set strong yet practical financial goals and objectives, using the most efficient methods available.Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur based on our extensive work in the behavioral finance space. We want to keep you and your family on track toward a meaningful and purpose-driven financial future.I've been working in this niche industry for many years and have the skills to guide you through this alternative approach proven to bolster your financial portfolio and protect your family.We invite you to check out all the material on our website, particularly the articles I have published revolving around helping families with special needs. If you have any questions, please send us an email or call the office. We look forward to speaking with you.____________________________________________________________Liz Kitslinger || ☎ (646) 992-2167 || ✉ Liz@galefinancial.com || www.galefinancial.com
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