LBA Haynes Strand is proud to introduce a new financial planning program for all of our clients. The tool is called GPS which stands for guidance, planning, strategies, and is offered through our wealth management affiliate, HK Financial Services. It allows us to work with our clients to assess their current financial situation as well as project what it could look like in the future.
GPS is a powerful program and experience because clients can keep track of their financial information while being able to see their “financial life” on a screen through images, charts, and graphs. GPS helps us highlight and discuss questions such as:
- When might I be able to retire?
- Will we have enough money in retirement?
- What could my cash flow be like at retirement?
We incorporate tax and financial planning into the process to make certain our clients’ plans are on track and managed efficiently for tax purposes.
If you are interested in learning more about our GPS program and discussing your financial future, do not hesitate to contact one of our office locations today!