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Services & Products

As a fully independent firm, GPS Wealth Management offers custom solutions, diversified financial products, and quality investments.  

By mapping out our client's core values, goals, strengths, and challenges, we create strategies that are built on the six keystones of financial planning: Liquidity and Cash Flow, Risk Management, Investment Philosophies, Tax Strategies, Retirement Income Planning and Longevity, and Legacy Planning for efficient Estate Transfer.

We offer personal and professional experience to our clients in the following areas:

Services For Individuals

  • Financial Planning
  • Retirement & Sustainable Income Planning
  • Variable, Equity-Indexed, and Fixed Annuities
  • IRA's, SEP, Individual 401(k)
  • Investment Portfolio Analysis
  • Equity & Fixed Income Porfolios
  • Alternative & Hard Assets
  • Alternative Investment Strategies
  • Tax-Advantaged Investments
  • Consolidated Investment Reporting via Private Client Portal
  • Disability Income Protection
  • Life Insurance 
  • Long Term Care Planning
  • Special Needs Planning
  • Education Planning
  • Legacy & Estate Planning
  • Trust Services

Services For Business Owners & Employee Groups

  • Employee Group Benefit Programs
  • Employee Retirement Plans
  • Pension/Profit Sharing Plans
  • Owner(s) Savings Plans
  • Owner(s) Wealth Planning
  • Deferred Compensation Plans
  • Key Executive Insurance
  • Buy/Sell Planning for Death, Disability, Divorce, or Dissolution
  • Exit Planning

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