Financial Planning

Whether you’re planning for a traditional retirement, a career change, or leaving a legacy, our team can tailor a plan for you that is easy to undersand and track every step of the way.

Together we aim to answer your questions like:

    • What rate of return do I need to accomplish my goals and objectives?
    • Where will my income be drawn from in retirement?  Which accounts and how much?
    • What accounts should I be adding to on a regular basis?
    • Can I retire or make a career change earlier than anticipated?

Please Note: The extent to which financial planning and/or consulting services shall be provided depends upon specific client requests and indicated client needs.  G&S Capital LLC does not serve as an attorney, accountant, or insurance agent.  G&S Capital LLC does not prepare legal documents or tax returns, not does it see insurance products.