Our mission is to get the job done. Whether that means helping people invest their money, selecting private money managers, managing 401k’s or 403b’s, retirement planning, funding buy/sell agreements, or designing high level estate plans, we will work with our clients until all of the details have been completed.
We strive to construct a financial road map specifically tailored to each individual, family, or business owner. No two people or business are the same, no two financial plans or strategies should be the same either. They are unique, just like the people and businesses that we work with.
We use our Wealth Navigation Process, which is our unique client driven financial planning process. The goal is to help you create and identify your goals, educate you on potential solutions, and then make sure that you get things done all while using the CFP Board of Standards endorsed planning process. In addition to our standard process, we have four unique variations designed for the Dental, Medical, Pharmaceutical, and Educational fields.
Contact our office today at 585-872-5700 and let our team of financial professionals guide you toward financial success!
For more information on how Gerard P Smith Insurance and GPS Financial Advisors surround you with protection, review this illustration.