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Comprehensive Financial Plan
$300 current bid
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GWS&A is a full-service, boutique wealth management firm located in Cherry Creek. Our staff is highly credentialed: CFP, CPA, ChFC, MBA, AIF, APMA, and specializes in holistic planning for individuals, families and small businesses. Our planning method is very detailed. We typically meet with folks over a series of meetings (~3 @ 2 hours each), before presenting the actual, deliverable plan to family, individual or business owner. Our process could be described as an examination of a family's financial health. We take an in depth look at Retirement strategies, Education planning, Tax mitigation strategies, Emergency Funds and Liquidity, Risk Management, and Legacy, Trust & Estate Planning.

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