Whether your financial planning goals are oriented on a specific savings objective, maintaining a comfortable retirement, or preserving your estate for future generations, the process can be complex. At GC Asset Management, we don’t limit our advice to just the investments we manage. Instead, we collaborate with you and your other advisors to create a multifaceted plan for meeting your retirement lifestyle needs, higher education savings, and an estate plan to transfer wealth to future generations.
Comprehensive Financial Planning.
Comprehensive financial planning begins by defining your values about money and wealth, along with your concerns, constraints, and objectives. From there, we can assess your current situation to comprehend your overall picture. We start with a look at your cash-flow and balance sheet including: sources of income, investments, held-away accounts, liabilities, illiquid assets such as real estate, concentrated stock positions, stock options, and private business interests. We then consider how you are managing risk and implementing insurance as a facet of shifting risk. The details of each of these aspects should be coupled with managing taxes effectively, assessing your estate plan and your desires for philanthropy. By following our wealth planning process, we can make specific financial planning recommendations to optimize your cash-flow, assets, liabilities and protection towards achieving your long range goals.
GC Asset Management has the financial planning expertise and tools to help you find the best solutions tailored specifically to your values and goals. Our ultimate objective is align ourselves with your long-range goals and help to secure your financial future.
Whether you’re preparing for retirement or already in it, you probably want confidence that your plan is positioned to sustain the retirement lifestyle you envisioned. For many people, leveraging the right resources can significantly improve their outlook for income, expenses and investing in retirement.
Our philosophy of active management is at the core of managing risk and reward. We pride ourselves on rules-based investment selection, multiple risk controls, and the ability to move to cash. The benefit for you is superior risk adjusted returns across an entire market cycle.
Higher Education Savings
Education can be a core investment in future success. Over the past decade while investments have fluctuated the cost of a college education has increased at a rate higher than inflation. Finding smart ways to fund this major investment can pose significant challenges.
Risk Management & Insurance
Many circumstances have the potential to cause greater damage to the security of your assets than investment risk. Planning for the potential of litigation, an untimely death, disability, long term care, or catastrophic business event should be a critical component of your wealth management.
Tax Planning for High Income
The tax consequences of your financial decisions made today can affect the lifestyle you and your heirs enjoy in the years to come. That’s why it’s important for your wealth management plan implement strategies that assess the impact of taxes to maximize their efficiency.
Estate Plan & Charitable Giving
When considering your accumulated wealth, you want solutions to maximize a legacy for your family and the causes you are passionate about. Through a variety of advanced estate planning techniques, we can help minimize taxes on your estate and create a legacy for generations.
Business Wealth Solutions
Business owners and corporate executives often require comprehensive business wealth solutions. Tax-efficient conversions of concentrated stock, stock options or a majority business interest requires sophisticated strategies executed by experienced professionals.