Services
Your Personal Financial Guide
Gary is committed to helping people achieve their financial goals. He established Nearpass Financial Counseling, Inc. to provide honest and reasonably priced financial planning and problem solving for families and individuals with moderate incomes and growing net worth.
While Gary provides comprehensive personal financial planning services, he specializes in:
- Goals clarification
- Cash flow analysis
- Money management
- Retirement planning
- College planning and education funding strategies
- Financial dream realization
Gary retired early to change careers. His financial planning practice, NFC focuses on helping clients of all ages to develop and implement their own successful retirement plans.
Independent, Objective Advice
Because Nearpass Financial Counseling is a Fee-Only firm and accepts no commissions, all potential conflicts of interest regarding compensation are removed. This means you'll receive completely objective investment evaluations and financial advice, without third-party agendas or potential conflicts of interest. Unlike other financial consultants who work for a company or represent a product, Gary is a truly independent professional, working solely for his clients.
"Many financial services firms," says Gary, "accept clients only if they meet certain income and net worth requirements. But at Nearpass Financial Counseling, all clients receive quality, professional advice. Services are provided on an hourly, as-needed basis so my clients decide if they need to meet with me once or whether they require periodic or ongoing advice. The great news is that there are no minimum account requirements to become a client."
A Nationally-Recognized Network
Gary is a member of The Garrett Planning Network, Inc., an international organization of professional, Fee-Only financial advisors. Founded by nationally recognized CERTIFIED FINANCIAL PLANNER™ professional Sheryl Garrett, who has been named "one of the Top 25 most influential people in financial planning (Investment Advisor magazine, 2003, 2004 and 2005). Network members are dedicated to providing competent, independent, objective financial planning and advice to people from all walks of life on an hourly, as-needed basis.
In addition, he is a member of The National Association of Personal Financial Advisors (NAPFA), and The Financial Planning Association (FPA). These national organizations require strict adherence to a code of ethics as well as assure competence, integrity and professionalism of their members.
Getting Started
If these services seem right for you, please contact Gary at 303-733-0354 or gary@nearpassfinancialcounseling.com to schedule a free get-acquainted meeting. The purpose of that meeting is to discuss your financial goals, learn more about Gary, and make a plan for possible services - no strings attached.