GPS Retirement helps clients plan for and protect their assets during retirement.
Also, we help to create strategies that are as simple as possible for our clients. And as part of our commitment to our clients, we continue to provide optimal products.
Our first meeting will focus on protecting a portion of your assets from market risk and ensuring you have enough guaranteed income to last your lifetime. This is the foundation of our planning with every client.
Now that protection and lifetime income have been made a part of your overall plan, the next phase in our process is for us to conduct an “Audit” of your risk money.
The meeting is focused on finding ways to reduce risk, overlap and possible fees – while maximizing your opportunity with “active” money management.
The last phase in our process is to have a meeting dedicated to reviewing how taxes could impact your retirement.
We will discuss if a more tax-efficient portfolio could benefit you and create a personalized strategy to help you minimize the impact of taxes on your retirement income and legacy.
Each year we will conduct a review of your existing accounts and make any necessary changes or recommendations. Each of our clients has access to constant education and communication with our team through webinars, seminars, and engaging client events!
GPS Retirement works with clients to minimize confusion in planning for their financial future. Founder, Tom Guidici, has more than 15 years of experience working with clients in the financial and insurance industries. His passion is helping everyday Americans get the stress-free retirement they have worked for all their lives. Through his tailored approach, he is dedicated to helping clients achieve their long-term financial goals.
The Key to a Successful Retirement
The money you have accumulated over the years should be kept safe.
Our team can help you reach goals that will last a lifetime. Schedule a no obligation meeting to discuss your specific needs and goals to successfully plan for retirement.