GPS Wealth Management

GPS Wealth Management is dedicated to developing lasting relationships with all our clients. Through our M.A.P. process which includes comprehensive financial and retirement planning and coaching, we help our clients Know their Numbers so that they can make sound financial decisions toward attaining their goals. Our financial consultants hold the following credentials, registrations, licenses, and designations: Certified Financial Planner™ Certified Tax Specialist™ Certified Divorce Financial Analyst™ Certificate from University of Penn Wharton College in Investment Management Program Licensed in Life and Health Insurance Series 7 and 66 registered Licensed Real Estate Broker Services: - Comprehensive Financial Planning, - Life & Disability Insurance, - Long Term Care Planning, - Retirement & Income Planning, - Tax-Advantaged Investment & Savings Strategies, - IRA, 401k & Pension Rollovers, - Investment Portfolio Analysis, - Fee-based Asset Management - Alternative Assets & Investment Strategies, - Self-Employed & Business Owner Wealth Strategies, - Buy-Sell & Exit Planning, - Employee Benefits, - Qualified & Non-Qualified Retirement Savings Plans, - Key-Man Insurance & Executive Compensation This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Securities America and its representatives do not provide specific tax or legal advice. Please consult the appropriate professional regarding your specific situation. FINRA: www.finra.org SIPC: www.sipc.org