Personal Financial Planning

Guidance | Planning | Strategies (GPS)

Through our wealth management affiliate, HK Financial Services, GSS offers clients the opportunity to assess their current financial situation as well as project what it could look like in the future through a program called Guidance Planning Strategies, or GPS. This is a powerful tool to see your financial life visually through images, charts, and graphs, helping you answer questions such as: “Are you on track for a comfortable retirement?” “Is your financial legacy protected?” or “Are your current investments and tax strategies aligned with your life goals?” Watch our short video below to learn more.

Our Approach

The process begins with understanding what is important to you. We listen, assess and discuss your life goals, to formulate tax-efficient financial strategies.

Asset Management – Your unique investment strategy is designed based on what is important to you; your goals, your dreams and your time horizon. We use an experienced investment advisory committee to provide oversight and management of your investments by navigating nuances of the market landscape for you.

Retirement Planning – In the course of helping you navigate your financial future, we can review your retirement plan and make certain you are on track for a comfortable retirement.

Insurance Planning – You are protected along the way with a full risk assessment which offers advice to protect you, your family and/or your business.

Estate Planning – You can build, manage and preserve your wealth with our full range of strategies and solutions.

Tax Planning – Collaboration between our wealth management team and your tax advisor provides you with a distinct advantage in your financial planning process.

Succession Planning – Maximizing the value of your business so that when you are ready to transfer ownership, the transition meets your personal financial goals.

Advisory services provided through HK Financial Services (HKFS), a Registered Investment Advisor. Securities are sold by registered representatives of ProEquities, Inc., a Registered Broker-Dealer and member FINRA and SIPC. HKFS, Gregory, Sharer & Stuart, and ProEquities are independent of each other.

Contact Information for GSS Personal Financial Planning