WHAT WE DO

CLARITY 

Tired of searching, wrong turns, and information overload?

GTS Financial is here to fix that.




What Really Matters

Finances can be complicated but working with us shouldn't be.

We sort through the financial noise.

We gather the important information.

We have the knowledge to understand the complex financial world. 

We distill that knowledge into actionable wisdom for your specific situation.  

We take the complex and make it simple by educating you on financial matters in plain terms. Albert Einstein had it right when he said, "If you can't explain it simply, you don't understand it well enough."

STRAIGHT FORWARD FEE


Not the status quo 

We want to shake things up and change the way you pay a financial advisor, here's why: 


Understand your fee

Wouldn’t it be nice if you actually understood the fee you paid your advisor? We believe so!

Nearly 73% of investors don’t know how much money they paid in investing related fees1.  We want to change that.  We want you in the 27%!

Many financial advisors charge clients on a percentage of assets under management. It may sound simple, yet many clients have no idea what they actually pay in real dollars. Without diving into statements or searching through transactions on a website, it can be difficult to find out what you pay an advisor.

We want to do better and push the financial advising world in a new direction.

Our fee is always given in dollar amounts, never percentages. You’ll actually know in real dollars what you are paying. No more fees hidden as “percentages of assets managed.”

We place a high value on transparency in every sense of the word. This belief inspired us to create a clear fee structure. Our fee is a flat dollar amount per year, that's it! 

Just like other trusted professionals such as a CPA or an attorney, the GTS Transparent Fee™ is tailored to how simple or complex your situation is. 


1 Magnify Money Survey

INVESTING


<strong>Invest your money in alignment with your values and goals</strong>

Invest your money in alignment with your values and goals

As we get to know you, we are better able to provide investment options in line with your personal and financial goals.

Investment Diversification

There are many different investment strategies, all have their pros and cons. Our investment philosophy is founded in selecting a diversified group of investments, not chasing the next hot stock. We also have a plan for when the markets go down as that’s an inevitable part of the process.  We subscribe to the classic lesson of not putting all your eggs in one basket.

Socially Responsible Investing (SRI) & Environmental, Social, and Governance (ESG) Options

In addition to a low cost, diversified portfolio, we may utilize an investment strategy that takes into consideration both the financial return and the social/environmental good that investment can do. Investing in this way helps to bring about the social changes you are passionate about.

As always, no strategy has any guarantees. Diversification does not prevent losses and there will be times when your investments go down in value. However, we believe that crafting a portfolio to fit your values and goals is an essential part of your plan.

FINANCIAL LIFE PLANNING


<strong>More than numbers</strong>

More than numbers

We create meaningful, intentional, and collaborative financial strategies for you. While facts and figures are a part of the financial plan, they are not the whole story or process.

Our planning process takes you on a journey of self-discovery so that you understand what is truly important to you and become empowered to make sure your money works towards those goals. We start by looking at the big picture and then give you step by step instructions on how to get there.

Life does not always go according to plan and you will cross many major milestones where we will want to talk more often.  We don’t limit you to a number of meetings or calls in a year.  

We want you to think of us first when you need solid advice.  We strive to be your one trusted advisor.

COMPARISON


GTS FINANCIAL

Online "robo" Advisors"Traditional" Financial
Sales/Advisers

A team of CFP® Professionals/ Fiduciaries*

Financial planners, not salespeople

Talk to someone you know, not a call center

Easy access to advisors

Easy to understand fee & "no jargon" advice

Work with us anywhere as we

leverage the latest technology

Continuous financial planning process

Personalized care for a limited number of clients

No commission or percentage of AUM* fee

Align investments with values

Low cost investment portfolios


= Services offered         = May offer this service

*Footnotes:

  • What is a CFP? (Click to learn more) Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
  • A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients' interest ahead of their own, with a duty to preserve good faith and trust.
  • AUM is short for assets under management. 


<strong>Let's Work Together</strong>

Let's Work Together

If you feel excited and empowered by what we offer, know that we are very intentional about our process and who we work with.

We carefully open spaces to work with new clients and look forward to getting to know you more.

Learn More