Hands-On, Hassle-Free
Retirement Planning for a
Flat Fee
WHY GWS
WHY GWS
Hands-On, Hassle-Free
Retirement Planning
for a Flat Fee
A Wealth of Reasons
Why Choose GWS
Part of our job is to objectively educate pre-retirees and retirees seeking advice on the options they have. The good and bad news is that there are plenty of advisors to choose from. But financial advisors are not created equal. Most “advisors” are not CERTIFIED FINANCIAL PLANNERS™ and even less charge a flat fee.
We’re confident that once more people learn about the benefits of financial planning, the value of working with a CFP®, how a flat-fee only model serves client interests first, and our legal fiduciary oath, more pre-retirees and retirees will feel comfortable seeking financial guidance.
And we hope that you’ll consider choosing GWS when that time comes.
15+
YEARS OF
EXPERIENCE
CFP
CERTIFIED
FINANCIAL PLANNER™
CRPC
PLANNING COUNSELOR℠
Fiduciary
CLIENT
INTERESTS FIRST
Flat Fee
TRANSPARENT
PRICING
Service
RESPONSIVE AND
RELIABLE
Charges a flat fee
No hidden fees
15 + years of experience tackling complex retirement challenges
CERTIFIED FINANCIAL PLANNER™
Offers virtual services for convenience
Highly regarded among clients and professional peers
Personalized customer service
Will guide you and have your best interest in mind every step of the way
Other Financial Advisors
Not bound by a fiduciary oath (conflicts of interest)
Sell you products you might not need
Earn commissions from selling products
May not be a CERTIFIED FINANCIAL PLANNER™
May not specialize in retirement planning
May not emphasize financial planning or deliver a data-driven financial plan to guide critical retirement decisions
May not specialize in retirement planning
High account and investment minimums may discourage people from securing professional financial advice
Impersonal client experience
Charge a percentage of assets under management (median = 1%)
Benefits
Client Perks
We strive to deliver a long-lasting, memorable, and positive client experience.
Full Service
From retirement planning to
investments to insurance – we review it all.
Low Cost + Tax Efficient
We build globally diversified portfolios focused on efficiency to improve your long-term results.
Proactive
We proactively touch base
with all of our clients.
Fresh Ideas
We value continuing education and pride ourselves on staying on top of all changes potentially impacting your retirement plan so you don’t have to.
Answers
We encourage clients to reach out with questions anytime.
Convenient
Our 100% digital approach allows us to support you wherever you are located.
How We Show Up
Our Values
Own The Mission
We are mission-driven above all else. We prioritize helping our clients define and achieve their retirement goals. We take initiative to solve client problems and own the results from start to finish.
Learn + grow
We learn from our setbacks and capitalize on our wins big and small, turning everything into a springboard for growth. We are open-minded, resilient, embrace change, and enjoy continuing education to enhance our retirement planning and investment knowledge.
Raise the bar
We aim high and continually strive to raise the bar in order to achieve our mission. We deliver life-changing, high-quality retirement planning and investment solutions with integrity.
Find solutions
We lead with low egos and make objective decisions based on facts and data. With mutual respect for each other, we continuously collaborate with our clients to the find the best retirement planning and investment solutions.
Ready to retire confidently?
Book a Zoom call
Ready to retire confidently?