Broker Check

Team

At GPS Wealth Management, we believe our approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies in volatile markets
  • Retirement concerns: investing for growth, stability, and income distribution strategies
  • Estate conservation and tax issues
  • Longevity and long term care issues
  • Managing various types of risk including catastrophic events

We also help create perspective and clarity around concerning issues and questions, including:

  • Can I retire early?
  • How can I be sure I don't outlive my money?
  • Are my investments properly allocated and working hard enough?
  • How can I protect myself if another market crash occurs?
  • What should my tax strategy include?
  • What’s a good approach for college savings?
  • What are the elements of a prudent estate plan?
  • Do I have enough life insurance for my family?
  • What happens if I become disabled and I'm the primary earner?
  • I don't want to go to an assisted living or nursing home facility, what are my options?

We have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Cyndi Barnett, CFP®, CTS™, CDFA™

Founder + Financial Advisor

(832) 689-5746

(281) 668-9117

GuideMe@GPSwealth.net

Cyndi Barnett, Principal of GPS Wealth Management, is a Certified Financial PlannerTM , Certified Tax SpecialistTM , Certified Divorce Financial AnalystTM , Registered Representative and Investment Advisor Representative (Series 7, 66)...

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Dale Hawthorne

Operations + Case Design Coordinator

(832) 689-5746

(281) 668-9117

Dale@GPSwealth.net

Dale joined us in 2015 as a Case Design Coordinator. His role is on the operations side of client service, primarily working with the firm's financial advisors on financial plans and case design. He holds a Series 7 Securities...
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