What is the G.P.S.?
The G.P.S. (Guided.Planning.System) is a proprietary planning process that provides retirees with a complete financial plan – one that encompasses an income plan that you cannot outlive, a strategy to reduce unnecessary income tax and investment fees, and an estate plan that develops a strategy to avoid probate and pass your legacy on to your beneficiaries in the best way possible. It is means more than owning a specific product. It means much more than owning an asset allocation of stocks, bonds or mutual funds. The Guided Planning System helps you reach your ideal destination in retirement with security and a written investment plan to follow.
How can it help me?
The G.P.S. takes you through 4 major areas that most financial planners and advisors neglect altogether. This 4-step review process includes the:- Investment Fee Discovery – Determine what you are really paying for your portfolio
- Asset Protection Review – To determine a proper risk to safe ratio that will get you through retirement
- I.L.I.P. (Inflation Laddered Income Plan) – So that you do not run out of money before you pass away
- E.P.R. (Estate Plan Review) – In order to pass your legacy on to the ones you love most while avoiding probate and excess estate taxation.
This 4 step process provides a “financial snapshot” of your current position so that we can further assess strategies to customize your portfolio to your individual needs in retirement.
Why is it better than my currect plan?
You can’t get a second opinion from the financial advisor who gave you the first opinion. By running through the G.P.S. Process, you will find out that entering retirement requires a change in thinking. Brokers and Wall Street advisors specialize in the “Accumulation” phase of life. Retirement is about the “Preservation” and “Distribution” phases of life. Achieving financial security in retirement requires income and protection specialists who know how to protect your best interests. The Guided Planning System will identify problem areas that will cause you to fail in retirement, and it will provide a solution to fix them.How can I take advantage of it?
The Guided Planning System is a comprehensive process that was developed by William “Bill” Smith, the CEO and Founder of W.A. Smith Financial Group. Bill has helped over 350 of Ohio retirees and pre-retirees achieve financial security through principals outlined within the G.P.S. Process. Taking advantage of this opportunity could change your life in retirement for years to come. To take advantage of a complimentary, 30 minute consultation to see if you qualify to access the Guided Planning System, dial toll-free, 1-866-417-4156, and speak to a representative. You can also click the button below to request your free consultation now.
