Retirement Income Planning
Retirement planning is what GSI does, and it shouldn’t start at retirement; it should start well before. We take a long-term comprehensive view of your retirement income to match your Retirement LifeStyle Goals.
Estate Planning
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation, so your estate benefits the people and charities you care about most.
Tax Planning
It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter. Efficient tax planning is an important part of retirement planning...
Legacy and Charitable Giving
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Long-Term Care Insurance
Most of us will need long term care insurance as we get older. But even the most well-thought-out strategy may not be enough to prepare you for the unexpected costs associated with long-term care.
Women in Retirement
From career-woman to wife/partner, and from caring mom to single-motherhood, separation and divorce – women go through more transitions during a lifetime than most of us realize. And through it all, women often juggle several balls simultaneously. Retirement is another transition to navigate.
Annuities
Not everyone of us is equally prepared for retirement. While some of us are fortunate to have built a nest egg that will last us through our Golden Years, others will depend on social security for retirement income. Regardless of which side of this divide you are on, Annuities can...fill that gap or be an integral part of your retirement income plan.
Financial Planning for Business Owners
Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably. Often times owners neglect their own Business Financial Planning...
