Broker Check

GPS Plan

  • Growth

    The more effective strategy for securing and seeking the proper level of assets in your wealth portfolio.

    • Review Net Cash Flow- Positive?
    • Plan to make your money work for you
      • Contributions to tax deductible and tax deferred accounts
      • Contributions for college funding
      • Pay down debt
    • Implement appropriate investment strategy that fits clients needs

    Protection

    The assurance that your assets that will sustain your lifestyle now and in retirement are secure and protected.

    • Is the appropriate protection in place IF:
      • You pass away – review life insurance
      • You are injured or sick and cannot work- review disability insurance, GAP?
    • Protection in place if a long term care need occurs? Are assets protected?

    Sustainability

    The plan to ENSURE THAT YOU NEVER WORRY ABOUT OUTLIVING YOUR ASSETS.

    • Is there a goal in place to live off a certain income per year?
    • What benefits will you be receiving – SS? Pension?
    • Review Investment strategy
      • Make sure account strategy fits time horizon
      • Want to preserve the assets first and foremost