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Take the Next Step
Toward ‘Simplifying the
Retirement Journey’

GPSPath to Retirement - guided personal solutions to customize ‘Your Story’

Our Story

What We Do
We are dedicated to
helping you navigate the
complex world of finance

GPSPath Process


YOUR JOURNEY STARTS HERE

We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations and your finances are just a small part of this beginning.

Every day, we guide clients just like you to their financial goals. We know what tools fit the varied needs and desires of those planning for retirement. We also know the tools and strategies that get you to retirement aren’t always the same as those that will take you through retirement. Our process aligns your goals and dreams with the right action steps.

<sup>How We Help&#160;</sup><br/>Investing Solutions for a <br/>Brighter Future<br/>

How We Help 
Investing Solutions for a
Brighter Future

Our services encompass a broad spectrum of financial planning and wealth management, tailored for individuals approaching or in retirement. We take pride in crafting comprehensive, actionable retirement plans.


Income Planning

We’ll evaluate your current and future income & expenses to ensure they’re sustainable for your life. Next, we’ll ensure that we’ve maximized your Social Security, pension options & decisions, plan for a premature death of spouse, inflation & other considerations crucial for your income plan.

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Investment Planning

Depending on your risk tolerance, time horizon, and objectives, we’ll help build a portfolio that is personalized to you. There are no cookie cutter models here. We can offer a universe of portfolio strategies and investment tools to create cost-efficient and high-quality portfolios for our clients.

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Tax Planning

We will work with you and your tax preparer in order to develop strategies to minimize the taxes you pay during your lifetime, as well as when passing on your wealth to the next generation. This can often be accomplished through both tax diversification and effective tax management with your investments.

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Health Care Planning

Understanding the healthcare system can be overwhelming. Whether you are trying to retire before Medicare begins, or ready to apply for or already receiving Medicare we take the time to ensure that you know your options and create a plan that matches your health and budget.

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Legacy & Estate Planning

Isn’t it time that you got your ducks in a row? By working collaboratively with local estate planning attorneys, we can help minimize potential issues arising in the event you become incapacitated or pass away prematurely. We can also help to maximize the amount that your loved ones could inherit, help you to control how the assets are distributed, and minimize the taxes that are paid.

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Insights Newsletter & Timely Financial Market Updates

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Registered Investment Advisor 

Isn’t it time that you got your ducks in a row? By working collaboratively with local estate planning attorneys, we can help minimize potential issues arising in the event you become incapacitated or pass away prematurely. We can also help to maximize the amount that your loved ones could inherit, help you to control how the assets are distributed, and minimize the taxes that are paid.

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Who We Are 
Meet Your GPSPath
Retirement Guide

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Get To Know Us

Knowing your risk score can help you make appropriate investment choices.
Find out your risk score with our Nitrogen tool!

What's Your Risk Number?

Our sole focus is YOU.

MEET WITH US

We're here to help ensue you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement. 

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Insights 
Resource Library

Check out our helpful resources below and in the tab above to assist you during your retirement journey.

Youtube Video

Youtube Video

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Key Financial Data for 2024

Key Financial Data for 2024

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Client Kit

Client Kit

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Contact Us 
Ready to Take
The Next Step?


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