Our Comprehensive Analysis
Investment Analysis
We examine your portfolio to ensure it aligns with your financial goals and dreams.
- Performances
- Risk Factors
- Fee Exposure
Tax Diversification Analysis
We help create a more tax-efficient portfolio.
- Tax Allocation Models
- Tax-Advantaged Products
- Tax-Advantage Strategies
Social Security Analysis
We make sure you receive everything you are entitled to.
- Election Strategies
- Claiming Instructions
- Benefit Maximization
Retirement Analysis
After years of hard work, you deserve a relaxing retirement.
- Budgeting
- Inflation Factors
- Tax Liabilities
Long-Term Care Analysis
We offer outside-the-box solutions to protect against this expensive risk.
- Needs Analysis
- Traditional Solutions
- Asset-Based Solutions
Business Analysis
Your business is one of your most valuable assets—we help protect and grow it.
- Tax-Advantaged Strategies
- Employee Benefits Solutions
- Retirement Plan Options
Our Holistic Process
Our Customized Strategies
Estate Preservation
At GPC, we understand that with the blessing of success comes the curse and complexity of protecting that blessing. Estate preservation encompasses a wide range of factors including wills, trusts, beneficiaries, property ownership, powers of attorney and specific final arrangements for an estate or business. These aspects can be hard to navigate alone without a plan to put into action. Our firm works to help conserve the wealth and success of our clients by offering specific estate preservation strategies to ensure that they accomplish their goals regardless of predictable or unforeseen circumstances.
Risk Management and Insurance Strategies
Assessing risk is a strategic measurement process; it can change on a dime and have devastating effects if not handled properly. The GPC team understands that there is no point in working diligently to create wealth if it can be lost in a moment. Our focus is making sure our clients are protected through our robust and comprehensive insurance and risk management platform. In any investment situation there are times of uncertainty, especially with a volatile financial market, but our clients can rest assured that their team of experienced professionals is prepared for any scenario.
Corporate Executive Strategies
At GPC, we understand that corporate executives and key employees have limited time to organize and insure their corporate benefits. Our program helps ensure that these executives and key employees take full advantage of all the features and benefits available to them through their companies. We focus on implementing these strategies while helping decrease their involvement, effort and time spent doing so.
Retirement Preparation
With the variety of options, the complexities of different plans, and the uncertainties of longevity and inflation, retirement may seem like more of a burden than a joy. Through GPC’s dynamic and holistic approach, we are able to offer consistency and confidence to our clients through every stage of retirement preparation. In the first stage (the accumulation or contribution phase), we offer asset allocation and tax strategies to assure that our clients reach their retirement goals. In the second stage (the distribution or income phase), we offer budgetary and income strategies to track and adapt retirement income strategies, ensuring that our clients will not only make it to retirement, but through retirement as well.
Business Risk
There are many complexities when it comes to running a business; marketing/branding, human resources, research and development, competitive analysis, etc. At GPC, we help business owners protect and grow their most valuable asset – their business. By offering a full suite of customized business strategies and plans, we are able to take the business owner’s focus off the financial aspect of their enterprise. This way, they can concentrate on what they do best; growing and developing their company.
Cash-Out or Cash Back Refinance
This plan allows you to refinance your mortgage for more than you currently owe. The difference and the equity is converted into cash for the homeowner.
