The Gassman Financial Group

About

We are an independent financial planning firm & a full-service tax planning in the heart of New York City.

Story

Financial Planning: "Helping smart people make smart choices about their money."

At G&G Planning Concepts, Inc., we do things a little differently. An independent financial planning firm based in the heart of New York City, G&G Planning Concepts, Inc., offers a full range of comprehensive wealth management services to clients across the U.S. and around the globe.

But what really sets us apart? With combined credentials as Certified Public Accountants (CPAs), Certified Financial Planners® (CFP®s), and Chartered Advisors in Philanthropy® (CAP®s), our team sees things through a very different lens.

Tax & Accounting: Practical knowledge. Tangible advice.

A full-service tax planning and accounting firm, Gassman & Gassman CPA PC offers comprehensive tax services to our clients across the United States and around the globe. We provide highly tailored, practical advice—from income-tax planning and preparation to full-service accounting services—to assist successful businesses, affluent individuals, and multi-generational families to meet their tax and financial goals. At Gassman & Gassman CPA PC, we take an uncommonly integrated approach to what we do. Our firm has provided trusted tax planning and accounting services for decades, and our combined credentials include Certified Public Accountants (CPAs), Certified Financial Planners® (CFP®s), Masters in Taxation (MST), and Chartered Advisors in Philanthropy® (CAP®s), This depth and breadth of knowledge and experience helps our team approach tax planning differently.

We think outside the box using a distinctly multidisciplinary view of tax planning and financial planning. We explore all areas of your financial life so we can help you make effective decisions knowing how every piece of your financial puzzle impacts the others. We customize how we work to fit our relationship, your needs, and your goals. Most importantly, all of our recommendations begin with a look at taxation—an approach we believe offers the greatest protection for your assets and, ultimately, the freedom to make more effective choices to ensure a more secure, worry-free future for you and your family. Whether you turn to us for tax planning and preparation, accounting services, financial planning services, or all, our team is able to operate independently or align and collaborate with our team at G&G Planning Concepts, Inc. and Gassman & Gassman CPA PC, to offer practical knowledge and tangible advice aimed at protecting your personal and business assets.

We invite you to contact us today at 212-221-7067 to learn more about what we do, who we are, and how we can help you achieve financial success.

Mission

"Helping smart people make smart choices about their money."

Products

Financial Planning Services
Investment Specialist Services
Business Planning & Executive Benefit Services
Estate & Charitable Planning Services
Employee Benefit Services
Insurance Services
Retirement Planning Services
Personal and Business Income Tax Planning & Preparation
Estate Tax Planning
Business Planning

Please visit http://gassmanfg.com/our-planning-services for a more detailed description of financial planning services; and http://gassmanfg.com/services for a more detailed description of tax & accounting services