Services

Transparent Solutions. Tailored to Your Needs.

How GPS Works

We created GPS because of our belief that personalized financial guidance should be accessible, engaging, and tailored to your unique goals and needs — no matter where you are on your financial journey.

Financial Planning

Our approach begins with understanding your aspirations and crafting a personalized plan that aligns with your life goals. Whether it’s planning for retirement, managing cash flow, setting up an education fund, or stress testing your financial position, we provide clear, actionable advice to help you navigate each step with confidence.

 

  • Goal Planning: Define your financial objectives and map out the steps needed to achieve them.
  • Cash Flow Planning: Manage your income and expenses to ensure your financial health remains strong.
  • Retirement Planning: Strategize for a secure and fulfilling retirement with a tailored savings plan.
  • Stress Testing: Evaluate the resilience of your financial position against various economic scenarios.
  • Education Planning: Prepare for future education costs with efficient saving strategies.

Technology & Resources

GPS leverages the latest technology to provide you with seamless access to your financial plan, resources, and a direct line to your advisors. We offer a comprehensive modern suite of digital tools designed to keep you informed and engaged in the way you want.

    • Unlimited Texts, Calls, & Emails: Always stay connected with your advisors for any financial inquiries or updates.
    • The Concenture App: Gain the ability to instantly access your financial accounts and plan, track your progress, and stay informed with easy-to-use mobile tools.
    • Interactive Client Portal: View your financial status, documents, and updates all in one place.
    • Schwab Alliance: Access industry-leading investment platforms to enhance your portfolio management.
    • Educational Content & Resources: Empower yourself with knowledge through our curated library of educational materials.

      Asset Management

      We understand that your personal investment strategy needs to be as unique as you are. Our asset management services are designed to optimize your returns while aligning with your risk tolerance and long-term goals.

       

      • Customized Investment Strategy: Receive investment advice that fits your personal financial landscape and objectives.
      • Return Optimization on Cash: Ensure your cash reserves are working effectively for you.
      • Professional 401(k) and 403(b) Management: Expert management of your retirement accounts to maximize growth potential.
      • Active Trading & Monitoring: Benefit from proactive management of your portfolio to capitalize on market opportunities.
      • Tax Optimization Strategies: Implement strategies to minimize tax liabilities and enhance overall returns.

      Value-Added Services

      We go beyond traditional financial advising by offering a range of value-added services designed to provide a holistic approach to wealth management.

         

        • Proactive Communication & Updates: Stay informed with regular updates and proactive communication from your advisors.
        • Budget Creation: Receive tailored budgeting advice to help you manage your finances effectively.
        • Curation of Financial Professionals: Get connected with a network of trusted professionals for additional financial needs.
        • Workplace Benefits Optimization: Maximize your workplace benefits to further support your financial goals.

          GPS Cost Structure

          GPS is designed to make professional financial advice accessible.

          With the GPS program you receive consistent support and guidance in a structure that aligns with your financial goals.

          Transparent Fees. Personalized Growth.

          Ongoing Financial Planning

           $125/Month 

          • Concenture app
          • Unlimited calls, texts, and emails
          • Budgeting
          • Goal planning
          • Educational resources
          • Value-added services

          Professional Asset Management

          1% of AUM

          • Customized investment strategy
          • 401(k) management
          • Active trading and monitoring
          • Tax optimization strategies

          Key Features:

          • No Hidden Fees: We’re transparent about our costs.
          • Personalized Service: Our experts work with you to create a tailored financial plan.
          • Flexible Options: We provide you with the pricing structure that best suits your needs.

          *Ongoing deposits into managed account required

          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.