Comprehensive Financial Strategies

For Every Stage of Life

Whether you’re navigating your career, planning for retirement, or managing generational wealth, our team of experienced financial professionals is here to guide you. Our goal is to simplify complex financial decisions while optimizing your financial future.


Our Services

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We believe a comprehensive financial plan is the foundation of long-term success. We work closely with you to develop a customized strategy that aligns with your goals, covering budgeting, savings, risk management, and wealth preservation. Our holistic approach ensures you have a clear roadmap to financial security.

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Retirement should be a time of freedom, not financial worry. We help you create a tailored retirement plan that considers income sources, expenses, and potential risks. Whether you're just starting to save or nearing retirement, we ensure you have the financial confidence to enjoy your next chapter.

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Smart tax strategies can help you keep more of what you earn. We integrate tax-efficient investment strategies, deductions, and retirement account planning to minimize your tax burden while staying compliant with ever-changing tax laws. Our proactive approach ensures you maximize savings now and in the future.

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Building and preserving wealth requires a disciplined investment strategy. Employing a unique investment approach that utilizes investment building blocks, enabling the creation of personalized portfolios. These portfolios range from traditional investments like ETFs to more specialized options such as alternative investments, all aligned with your financial plan.


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Generational planning focuses on building a legacy for your family, ensuring wealth, values, and financial knowledge are passed down through the generations. We work with you to create a strategy that addresses estate planning, wealth transfer, tax optimization, and philanthropic goals.


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Our institutional consulting services provide comprehensive guidance to help organizations manage and optimize their investment programs. We work closely with institutions to develop customized investment strategies, focusing on risk management, fiduciary oversight, and long-term growth. Our team offers expertise in areas such as portfolio design, performance monitoring, and governance support to ensure alignment with your organization's objectives.

The Right Fit for You

We meet you where you are at in your financial life by offering three ways to help you plan, invest, and navigate your health and retirement benefits.


Compass

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Simple guidance today to maximize the quality of your retirement tomorrow.

Services & Benefits:

  • Risk tolerance assessment
  • Access to GFP Investment Offerings
  • Portfolio rebalancing
  • On-going Education:
  • Investment vehicles – stocks, bonds, alternative Investments and cash
  • Retirement planning basics
  • Quarterly Performance Monitor
  • Economic and portfolio commentary


Roadmap

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Higher, more involved level of financial planning and investment advice.

Compass Services & Benefits PLUS:

  • True Financial Planning –detailed financial plan, “What if” scenario modeling
  • Budget analysis and management
  • Social Security claiming strategies
  • Analysis of Company Benefits including:
  • Pension, Deferred Compensation, Stock Option Benefits, retirement health care benefits, traditional vs. ROTH 401k
  • 1-2 portfolio and planning reviews per year

GPS

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Detailed analysis and monitoring throughout retirement.

Roadmap Services & Benefits PLUS:

  • True Financial Planning- Retirement income and distribution planning
  • Trusted advisor coordination (CPA, attorney)
  • Tax analysis – pre vs post retirement tax planning
  • Detailed review and monitoring of:
  • Investments, liabilities and insurance
  • Expense/Income Analysis
  • 1-3 portfolio and planning reviews per year
  • One detailed financial plan review annually
  • Unlimited financial planning advice- Your Personal CFO

We are committed to guiding you through every stage of your financial journey.

Let’s create a plan that helps you achieve financial confidence and security.