Hands-On, Hassle-Free
Retirement Planning for a

Flat Fee

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

CHARTERED RETIREMENT
PLANNING COUNSELOR℠

Fiduciary

CLIENT
INTERESTS FIRST

Flat Fee

TRANSPARENT
PRICING

Service

RESPONSIVE AND
RELIABLE

How We Compare

The GWS Difference

GWS is not your typical wealth management firm.  Not only is it uncommon to be a CFP®, the flat-fee model and our personalized services are rare in this industry. Here’s how else we’re different.

Charges a flat fee

No hidden fees

15 + years of experience tackling complex retirement challenges

CERTIFIED FINANCIAL PLANNER™

Specialized in retirement planning (Chartered Retirement Planning Counselor℠)
Low-cost, globally diversified, and tax-efficient investment approach

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

M

Not bound by a fiduciary oath (conflicts of interest)

M

Sell you products you might not need

M

Earn commissions from selling products

M

May not be a CERTIFIED FINANCIAL PLANNER™

M

May not specialize in retirement planning

M

May not emphasize financial planning or deliver a data-driven financial plan to guide critical retirement decisions

M

May not specialize in retirement planning

M

High account and investment minimums may discourage people from securing professional financial advice

M

Impersonal client experience

M

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?

Learn about our process

Our process starts with a
complimentary Zoom call.

Ask a question

Email us with your questions or review our FAQ page.

Book a Zoom call
Schedule a free Zoom consultation online.

Ready to retire confidently?

Learn about our process

Our process starts with a
complimentary Zoom call.

Ask a question

Email us with your questions
or review our FAQ page.

Book a Zoom call
Schedule a free Zoom consultation online.