Planning for a post-career lifestyle is a strong focus for many of our clients. While the next generation’s needs are addressed and the business vision is secured, we take the time to plan for retirement. GPS offers a full range of retirement income strategies that aim to protect and preserve your vision of a happy and enjoyable financial future.
GPS helps clients invest their assets in a changing market climate using comprehensive investment strategies and products. Each clients portfolio is individually tailored to align with their goals and aspirations.
We help our clients structure the transition and/or sale of their business through buy/sell agreements and other financial transactions.
GPS’s estate planning resources facilitate and help manage the process related to the ownership and transfer of business interests. We review the various methods currently available to help reduce income and estate taxes.
Mitigating the downside risks associated with family business ownership is a necessity in every market climate and phase of business growth. GPS advisors provide direct guidance concerning the options and opportunities associated with advanced risk management strategies.
GPS supports our clients with a full spectrum of solutions and resources concerning insurance planning. Beyond the survivor benefits associated with insurance, we employ these financial tools for these financial tools to Protect, Preserve, and Promote you family legacy.
At GPS we believe Estate and Financial Planning is an ongoing process, not just a collection of legal documents and spreadsheets. Through our 100-Year Vision process we build a sustainable family culture. Our plan is an ongoing process of family leadership that is never "done" or "finished."
GPS Investments and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.