Retirees and Other Professionals

Our clients come from all walks of life: working professionals, retirees, or those preparing for a major life transition. No matter where you are in life, a CERTIFIED FINANCIAL PLANNERTM professional from Gaughan Capital Management can deliver the highest standard of financial planning services to make sure you’re on the right track. Objectives we can assist you with include:

  • Preparing for a job transition or transition into retirement

  • Providing for children or grandchildren’s education

  • Reducing tax burdens

  • Diversifying and managing assets

  • Independent review of existing investments and insurance

  • Creating and implementing a comprehensive financial plan

  • Assist with strategies to protect against the rising cost of medical care in retirement

Is there anything you would like to improve, develop, or change about your financial picture? 

If so, and you would like to learn more about our services, please click here to schedule an initial 20-minute phone call to determine if there are any areas where we may help.