This partnership provides GAL Financial access to resources and strategies that will help serve the clergy and lay of The Episcopal Church in a way that was not possible before.
At GAL Financial, we understand the unique challenges clergy and lay face when it comes to saving and planning for retirement. This is why we have been able to help thousands maximize unique tax advantages, create sustainable retirement income, and limit market risk. “Changing the lives of those who change the world” one person at a time.
Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter, and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical, and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
For more information and to start your financial journey with us, please visit our website at www.financial-grace.com or contact us at 856-238-1078 for more information.