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To get your Retirement Ready Checklist, please fill out the form below.
The list includes topics such as:
At GTS Financial, we are fee-only fiduciaries who help people plan for and navigate their retirement.
What is a fee-only fiduciary? We are legally obligated to act in our client's best interests. We believe it is the right thing to do, but also by design as we are a fee-only registered investment advisor (RIA) and not a fee-based advisor nor a broker-dealer.
The vast majority of investors do not realize when their professionals operate under a partial fiduciary duty or just a suitability standard.
Once you get your checklist, you may be wondering what steps to take. There certainly is a lot to consider when taking the leap into retirement.
Additionally, when markets turn volatile and confusing as they have recently, even the most patient investors may come to question the wisdom of the investment or financial plan they've been following.
At GTS Financial, we've seen a lot of difficult markets come and go. We can certainly empathize with people who find the current environment troublesome and unnerving. We'd like to help if we can, and to that end, here's what we offer:
By appointment, you're welcome to come in and sit with us for a while. We'll ask you to briefly outline your financial goals and what your investment portfolio is intended to do for you. Then, we'll review your plan and portfolio with you.
If we think your investments and plan continue to be well suited to your long-term goals - despite all the market turmoil - we'll gladly tell you so, and send you on your way.
If, on the other hand, we think some of your investments or parts of your plan no longer fit with your goals, we'll explain why, in plain English.
Either way, the coffee is on us.
Can't come by in person? No worries! We'd be happy to set up a virtual call as well.
When you work with us, we are upfront regarding the fees we charge. You will never have to guess. We also pride ourselves on our "no jargon" approach. Just straight-forward explanations, the way you'd like it.
We work hard to avoid conflicts of interest and clearly disclose information when a potential conflict may arise. As fiduciaries, we are always acting in your best interest, without any hidden agenda.
We team up with you to work on your financial challenges, being honest and not misleading you. We won’t sell you something that you don’t need. In fact, we don't have any "products" to sell!
Fill out the form below to access your Retirement Ready checklist.
If you'd like to learn more, there's also a link below to setup a quick call with us. You can find a time that works best for you and we'll be in touch!
Your Retirement Ready Checklist will be emailed to you a few minutes after you click the button. The email will come from "GTS Financial." Be sure to check your SPAM or junk folder if you don't see anything.
Let's talk! Click the button below to access our scheduling program and find a time that's convenient for you for a quick chat.
We look forward to learning more about you and seeing if we may be a good fit! During the call, we can also find a time that works best for you for your complimentary consultation to review your checklist and discuss your questions and concerns about retirement.
3800 American Boulevard West
Bloomington, MN 55431
Phone: (952) 222-8286
Mon-Fri: 8:30 AM - 5:00 PM
The Long Run: Women and Retirement
Retirement and Quality of Life