Using PortfolioGPS™, our most advanced financial planning system, one of our trusted financial advisors will sit down with you in person to review your specific needs, goals, and preferences.
We will design a customized investment recommendation based on your unique needs. Additionally, this plan will include proven tax-reduction strategies that are designed to maximize your wealth.
Wealth Operating System™
Offered in three tiers, the Wealth Operating System™ is designed to implement your financial plan. Tier 2 and 3 include the Wealth Blueprint™, and Tier 1 includes our more basic Foundations Plan. In addition to the Wealth Blueprint, each tier includes a long list of benefits and services designed to get you from where you are to where you want to be. Face it, most plans go unimplemented, and that’s why the Wealth Operating System is designed and priced to put implementation within your reach. A plan is only a roadmap. Implementation puts you in the car and on the road to attaining your goals, with us as your trusted navigator and advisor, and portfolio access and insights are available 24/7 via one of the most sophisticated, reliable, and user friendly technology platforms in the industry.
To further differentiate ourselves from traditional brokerage firms, our fee structure is completely transparent. There are no hidden fees or daily calls from some sales broker trying to get you to buy or sell a financial product so “they” can earn a commission.
Plain and simple – with Financial Gravity, we offer solid wealth management that you can count on.
This solution includes:
- Wealth Blueprint (PortfolioGPS Advanced Financial Plan or Foundations Basic Plan)
- Annual and quarterly face-to-face meetings to review progress and performance
- On-Demand Advice (phone/email)
- Free Notary Service
- Culture Index - Professional Personality Profile
- Tax Return $149 or free if AUM greater than $500,000
- Activation and setup of all Wealth Management online platforms and portals for you to access your investment performance at any-time
- Charitable Tax Strategies
- Special Needs Planning
- Management of all paperwork and signatures to execute the plan
- Regular education sessions including webinars, live events, newsletters, and other publications
You’ve worked hard over an entire lifetime to generate meaningful wealth. You deserve the peace of mind that comes from knowing that every possible action has been taken to decrease taxes and increase what gets passed on for future generations.
Our estate planning solution is designed to work in coordination with our other tax and wealth solutions to maximize the overall impact to your bottom line.
Our estate planning solution includes:
- One on one consultation with a certified wealth strategist and guidance from one of our Certified Tax Masters
- A confidential conversation regarding your needs and priorities
- A complete and easy to understand review of various options related to tax minimization strategies, trusts, wills, charities, beneficiaries, business continuity, gifts, insurance, and other concerns
- Help structuring and implementing a holistic estate plan
- Introduction to trusted partners for legal assistance
- Direct and active integration with your broader wealth and tax management strategies
While this solution is primarily designed to assist our active tax, wealth, and business solution clients, we are also glad to offer this service broadly based on a standard financial advisory fee.
Minimizing risk is a critical part of any well-crafted financial plan. Because we are an independent financial advisory firm we can objectively help you manage the complexity of the insurance industry to ensure you get the maximum amount of benefits at the best price.
Our offering includes:
- A personalized risk assessment that takes into account your lifestyle, personal needs, and broader wealth strategy
- A custom analysis of the best products in the overall marketplace that meets your personal criteria
- Our experienced staff will provide assistance reviewing and negotiating plans from different providers to ensure you get the most benefits at the lowest cost
- Management of all the appropriate paperwork
- Ongoing reviews to continually ensure you are getting the best value
- Personal assistance should your needs change
FINANCIAL GRAVITY IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES PRODUCT, SERVICE, OR INVESTMENT STRATEGY. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, OR ATTORNEY BEFORE IMPLEMENTING ANY STRATEGY OR RECOMMENDATION DISCUSSED HEREIN.