Frequently Asked Questions
Have Questions? We love educating our clients and answering your questions.
1. Is GPS different from Concenture’s other services?
GPS provides a personalized financial planning experience that prioritizes affordability and unique customization. It places a greater emphasis on acting as a guide and roadmap with dedicated resources and customized financial advice to help clients navigate their financial journey with ease and confidence.
2. Who is GPS For?
GPS is designed for those in the wealth accumulation phase of life. Whether you’re experiencing events like marriage, having children, changing jobs, or making purchases, GPS can help you manage these financial changes effectively. It’s geared toward navigating those significant life events while planning for future financial events to ensure you make smart decisions that set you up for long-term success.
3. How is GPS different from traditional financial advising services?
GPS stands out from traditional financial advising services by providing a more accessible solution. Unlike traditional services, which may involve higher fees and a one-size-fits-all approach, GPS offers clear, easy-to-understand guidance tailored to various levels of financial experience. Our focus is on delivering step-by-step support to help you confidently navigate your financial journey.
4. Who will be advising me as a GPS client?
GPS is guided by Concenture associate advisors Cal and Ben, who bring a wealth of knowledge in financial planning and investment strategies with a unique ability to resonate with emerging investors like yourself. They, along with assistance from the entire Concenture advising team, are dedicated to helping GPS clients understand and navigate their financial journey with expertise and personalized support.
5. How do I become a GPS client?
Getting started with GPS is easy! We begin with an initial consultation to understand your needs and determine if GPS is the right fit for you.
If you’re interested or have any questions, please contact us today or you can visit our team page and contact your future advisor directly.
6. Does it matter if I have little or no investing experience?
Not at all! GPS is designed to be user-friendly and supportive, regardless of your level of investing experience. Whether you’re new to investing or looking to expand your knowledge, GPS provides clear and simplified guidance to help you build confidence and make informed financial decisions.
Robert G Gilliland was awarded Best-In-State Wealth Advisor 2024, created by Forbes/SHOOK Research. Presented Apr 2024 based on data gathered from 6/30/2022 to 6/30/2023. No fee was paid to be included in or to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary.