Securities offered through Parkland Securities, LLC member FINRA and SIPC. Investment Advisory Services offered through Sigma Planning Corporation, a Registered Investment Advisor. GBS Tax is independent of Parkland Securities, LLC and SPC. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals.
Services
I would like to provide you with an opportunity to get to know me as well as my firm's values before you come to see me.
The following pages should give you an idea of what my services are and what I believe in.
I hope you enjoy them!
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We strive to provide the best possible service for our clients.
Please leave a review to let us know how we are doing and to share your experience with others.
The following pages should give you an idea of what my services are and what I believe in.
I hope you enjoy them!
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We strive to provide the best possible service for our clients.
Please leave a review to let us know how we are doing and to share your experience with others.
One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work.
A money management approach involves creating budgets to understand and make decisions about where your money is going.
It also involves knowing where you may be able to put your excess cash to work.
A money management approach involves creating budgets to understand and make decisions about where your money is going.
It also involves knowing where you may be able to put your excess cash to work.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice.
There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Why leave your money sitting in a bank account earning for other people when you can put it work for yourself?
This section is dedicated to tested and proven investment strategies and concepts.
There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Why leave your money sitting in a bank account earning for other people when you can put it work for yourself?
This section is dedicated to tested and proven investment strategies and concepts.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate.
It can even designate someone to manage your financial affairs should you be unable to do so.
An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate.
It can even designate someone to manage your financial affairs should you be unable to do so.
Where will your retirement money come from?
If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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