The people we help
We are a fee-only property management company committed to providing
high-level investment planning and management for our clients.
Financial advisors for you
Do our teams of financial advisors have relevant experience?
At GIG She Finance, we consider every aspect of a person’s financial situation to create a plan that is tailored to their specific needs and goals. While everyone’s situation is different, here are some ways we tailor portfolios to the needs of specific clients.
Financial advisors for retirees
Retirees often prefer capital preservation, consistent cash flow, or tax-efficient wealth transfer after spending most of their adult life preparing for retirement. At GIG She Finance, we work with retirees to ensure they can enjoy the fruits of their labor by planning and modeling their retirement.
Financial advisors for small business owners
With limited time on their hands, business owners can run a successful professional operation while keeping their personal and business finances separate. We help these clients first integrate their business and personal finances to get a complete picture of their financial health, and then fill in any gaps, whether through tax-efficient retirement plans, employee benefits
Financial advisors for entertainment professionals
Many entertainment professionals have built successful careers without a strong business background. We come in and act as financial and business advisors to these clients, helping them develop a plan focused on their work and preparing for potential revenue fluctuations.
Financial advisors for managers
Executives often take a large portion of their compensation in stocks, resulting in a concentrated, undiversified investment portfolio. We work with executives to divest and diversify that risk in a tax-efficient way, allowing them to focus on their careers.
Financial advisors for professional athletes
Professional athletes
are intensely focused on their sport and considering finances can add anxiety and complexity to their lives. We often help these clients budget to manage capital inflows in a way that allows high earnings to last long after their sporting careers are over.
Financial advisors for engineers
Engineers like to dive into the nitty-gritty of their portfolio positions and Monte Carlo simulations of their financial plans. We work closely with these clients to explore and optimize every aspect of their financial plan, whether it’s tax planning, Monte Carlo simulations or insurance selection.
Financial advisors for doctors
Physicians who are members of their own independent medical association or medical group may have tax benefits similar to small business owners or compensation packages that allow them to cut back before full retirement. We help these clients determine what they already have, as well as identify and fill any gaps.
Financial advisors for lawyers
Lawyers often come to us asking for help in reducing their stress levels. They don’t have time to think about the portfolio implications of their partnerships or defined benefit plans. GIG She Finance helps lawyers understand their benefits and analyze the implications of diversifying partnership ownership. As a business structure, partnerships have a particular impact on liquidity and asset transfer.
Financial advisors for divorcees
Recent and soon-to-be divorced need help understanding where they stand financially after their lives have been turned upside down and come to us at one of the most difficult and emotional points in their lives. We work with these clients to account for every piece of financial information available to build a complete picture of their financial health, which we then use to develop a plan to move forward in life.
Financial advisors for widows and widowers
Divorced, widowed and widowed, as well as divorced, come to us for help moving forward after experiencing great adversity. We often work with clients who already have a financial plan in place and help them re-create it to reflect changing circumstances so they can move on with their lives.
Financial advisors for the LGBTQ+ community
Our financial advisors work with LGBTQ+ clients to understand the current legal and regulatory environment regarding benefit plans, estate planning and spousal rights so that the financial plan we create properly takes them into account.
Financial advisors for real estate investors
Real estate owners who have a large portion of their net worth tied up in illiquid, undiversified real estate holdings often want help diversifying some of that risk in a tax-efficient manner while still maintaining their wealth-creating real estate positions. We help these clients develop tailored investment portfolios based on their real estate holdings as well as evaluate real estate purchases and sales.
Financial advisors near you
GIG She Finance provides financial advice to retirees, executives, entertainment professionals, professional athletes, engineers, doctors, lawyers, divorcees, widows/widowers, the LGBTQ community, real estate investment owners, foundations and small business owners. Connect with an advisor near you.
Disclosure:
GIG She Finance services a wide range of clients including but not limited to those listed below. Despite the fact that the type of client has been identified here, GIG She Finance cannot guarantee that it has extensive experience working with the clients listed. Experience of working with different types of clients varies and GIG She Finance cannot guarantee or imply that it has expertise for all types of clients.
There is no guarantee or warranty that a client or prospective client who fits the client categories set forth herein will experience investment success, and there is no guarantee that a client or prospective client will experience a higher level of performance or results. There is no guarantee or warranty that any direct or implied service, offer, report or analysis described herein will be offered or delivered. Client services will vary depending on various factors.
The information provided and client categories listed are not intended to be an endorsement of GIG She Finance or its services to any of its current or former clients.
The need for a financial advisor or financial planner, as well as the type of services required, are unique to each individual’s situation. The services listed here are only services provided by GIG She Finance. There is no guarantee or warranty that GIG She Finance’s financial services will meet your needs. The services of other advisors may better suit your needs.
Every investment strategy has the potential to make or lose money. Different types of investments and investment strategies involve different degrees of risk and there is no guarantee that any particular investment or strategy will be suitable or profitable for a client’s portfolio. Even when working with a professional, the risk of loss cannot be eliminated.
Asset allocation and diversification do not ensure or guarantee better performance and do not eliminate the risk of investment losses. There is no guarantee that a portfolio will match or outperform any benchmark or particular index. There is no way to completely eliminate the risk of losing an investment.
SEC registered GIG She Finance, LLC. as an investment adviser and does business only in states where it is duly registered or where it is excluded or exempt from registration requirements. SEC registration does not imply that the Commission approves the firm or that the adviser has attained a certain level of skill or ability.
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