Individual Financial Planning / Financial Goal Planning Strategies (GPS)
Do you have a written financial plan? Research shows that those individuals that work with a financial advisor and have a written plan are more confident about their retirement goals. The Comprehensive Wealth Solutions “Financial GPS” program is a goals-based planning solution that Jake and Brent developed in order to help their clients reach their financial aspirations. Whether you are planning for retirement, or want to ensure you have the necessary income to reach your retirement goals, the Financial GPS can help guide our clients through their path in life.
GPS Cover Page
GPS Process Outline
GPS Flyer
