Brian G. Gilroy, CFP, CHS & Bradley B. Gilroy

Brian G. Gilroy, CFP, CHS & Bradley B. GilroyBrian G. Gilroy, CFP, CHS & Bradley B. GilroyBrian G. Gilroy, CFP, CHS & Bradley B. Gilroy

Brian G. Gilroy, CFP, CHS & Bradley B. Gilroy

Brian G. Gilroy, CFP, CHS & Bradley B. GilroyBrian G. Gilroy, CFP, CHS & Bradley B. GilroyBrian G. Gilroy, CFP, CHS & Bradley B. Gilroy
  • Welcome Home
  • FAQ
  • Downloads
  • More
    • Welcome Home
    • FAQ
    • Downloads
  • Welcome Home
  • FAQ
  • Downloads

Downloads

Whether it's a budget you're looking for or you want to get a handle on your tolerance for risk, these tools will help you understand the type of information that will help us to better serve you, your plan and your goals.

Budgeting Calculator - Spreadsheet with Guidelines (v1.57) (xlsx)

Download

Comprehensive Personal Financial Planning Needs Analysis (pdf)

Download

Investor Profile Questionaire (pdf)

Download

Trusted Person Contact Form (pdf)

Download

Copyright © 2024 Brian G. Gilroy, CFP, CHS & Bradley B. Gilroy - All Rights Reserved.