|
Services |
|
At GPS we believe Estate and Financial Planning is an ongoing process, not just a collection of legal documents and spreadsheets. Through our 100-Year Vision process we build a sustainable family culture. Our plan is an ongoing process of family leadership that is never "done" or "finished."
We help our clients structure the transition and/or sale of their business through buy/sell agreements and other financial transactions.
GPS’s estate planning resources facilitate and help manage the process related to the ownership and transfer of business interests. We review the various methods currently available to reduce income and estate taxes. |
Mitigating the downside risks associated with family business ownership is a necessity in every market climate and phase of business growth. GPS advisors provide direct guidance concerning the options and opportunities associated with advanced risk management strategies.
GPS supports our clients with a full spectrum of solutions and resources concerning insurance planning. Beyond the survivor benefits associated with insurance, we employ these financial tools for these financial tools to Protect, Preserve, and Promote you family legacy.
|
