Financial Analysis & Planning

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As our philosophy states, the GSG Capital Advisors approach begins with how we personally engage with a client.

Our conversations with clients begin with a Personal Financial Analysis. This initial discussion includes the following topics:

  •  Personal and Family Financial History
  •  Investment Experience and Knowledge
  •  Current Sources of Income including Employment
  •  Complete Current Inventory of Assets
  •  Retirement Planning
  •  Future Obligations including Children and Parents
  •  Charitable Giving and Estate Planning
  •  Emotional Approach to Investing

When we think we understand a client’s overall situation, we begin to build one or more portfolios to fit within the client’s parameters, needs, and comfort level.