At GSC, we believe that a team-based approach to create a grand strategy for clients is the foundation for providing the highest-quality customer service. We will work with you and your other professional advisors (accountants, attorneys, insurance agents) to understand your goals and create a customized solution for your wealth management needs.
Questions we address with our clients may include:
- When can you retire and not outlive your resources, and what can you afford for living expenses in retirement?
- Is your investment plan structured properly for your personal needs? Does it address market volatility?
- Do you have the necessary insurance policies in place to protect you and your family?
- Can you afford college savings for your children, grandchildren, and a comfortable retirement?
- Do you have a plan for the special needs of a child or heir?
- Have you prepared for medical expenses in retirement?
- Do you require special planning to minimize estate taxes?
- Do you wish to leave a legacy to an institution that impacted your life?
- What happens when you sell your business? What happens if you are unable to continue operating your business?
- How can you save more personally and/or through your business for retirement?
