PROFESSIONAL PROFILE
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Gail has served the investment needs of her clients for over 30 years. Since joining Intrua Financial, she has utilized the firm’s extensive resources to oversee portfolios with a financial planning discipline by integrating risk management, asset allocation, implementation and regular review. All reflect her strong effort to mitigate the effects of market volatility. By accomplishing these goals, Gail helps clients find financial confidence and enjoy greater control of their lives and the freedom to give attention to other priorities.
INVESTMENT PHILOSOPHY
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Gail’s investment philosophy flows from the customized, comprehensive financial strategies she offers to each client. A thoughtfully devised investment decision is the result of determining the unique needs of the client. The process of choosing investments begins with thorough fact finding, personalized financial strategies and an asset allocation that includes investments with the opportunity for long-term positive outcomes.
CLIENT PROCESS
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As a valued client, you will enjoy a seamless approach to your financial picture, clearly identifying your goals, integrating the appropriate strategies and solutions, and closely monitoring your progress on an ongoing basis. When needed, Gail will partner with your other professional advisors. She is committed to delivering advice and knowledge in integral planning areas including:
- Asset Management
- Insurance & Risk Management
- Retirement Planning
- Education Planning
- Business Owner Services
- Charitable Planning