Veterans

Veterans face unique financial challenges that require specialized attention. At GPS Wealth Management, we respect the service of veterans by providing tailored financial services to meet their specific needs and goals.

Wealth & Investment Management

We develop investment strategies that account for the unique benefits and pensions available to veterans, aiming to grow wealth while managing risks. Our wealth and investment management services include:

• Portfolio Diversification*: By creating a diversified portfolio, we help to balance risk and potential returns.
• Benefit Integration: Leveraging military pensions and benefits in investment planning is one of the items we focus on.
• Risk Management: We strive to identify and mitigate investment risks in an effort to help protect your assets.

Retirement Income Planning

Planning for a stable retirement is crucial for veterans. Our retirement income planning services integrate military benefits with other income sources to work toward financial security. This includes:

• Income Source Integration: We look to combine military benefits with pensions, Social Security, and investment income.
• Withdrawal Strategies: We provide guidance on tax-efficient withdrawal strategies from retirement accounts when you need it.
• Income Stability: We want to help you enjoy retirement with a steady income stream throughout life.

Education Planning

Maximizing educational benefits is vital for veterans and their families. Our education planning services support the effective use of GI Bill benefits and other educational resources. This includes:

• GI Bill Utilization: We can advise you on the best ways to use GI Bill benefits for education.
• Funding Strategies: We assist by developing plans to fund education for veterans and their families.
• Education Savings Accounts: We can help by setting up and managing education savings accounts, such as 529 plans.

Estate and Legacy Planning

Managing your estate according to your wishes, while considering military benefits, is essential for veterans. Our estate and legacy planning services ensure that your legacy is preserved, and your assets are distributed as intended. This includes:

• Will and Trust Planning: Structuring wills and trusts can provide significant benefits, including asset protection, tax savings, and control over how your assets are distributed.
• Beneficiary Designations: We work with you to make sure you have the correct beneficiary designations on retirement accounts and life insurance policies.
• Estate Tax Strategies: We focus on minimizing estate taxes to maximize the inheritance for your heirs.

Asset Management

Enhancing your financial assets seeks to provide security for your future. Our asset management services are designed to meet the unique needs of veterans and to work toward financial stability. This includes:

• Financial Growth: We look to identify potential opportunities for growth while seeking to manage risks.
• Ongoing Monitoring: We meet with you to review and adjust your asset management plan to align with your goals.

We are dedicated to offering veterans the financial guidance they deserve, helping them navigate financial planning effectively. By integrating personal and military benefits into a cohesive strategy, we help veterans to work toward financial security. Whether planning for retirement, managing investments, or preparing for the next generation, GPS Wealth Management is here to support veterans every step of the way.