G.S. Woods Wealth Management
We work exclusively with founders, owners, CEO's, heirs, and their families. Our background is in financial planning and our method is through goals-based planning. With a focus on retirement and estate planning by first taking a look at your largest asset that funds your current lifestyle and can be used to fund your long-term financial goals - Your business. We cover 7 aspects of financial planning (GRETIRE):
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General finances,
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Risk management & special needs.
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Education and career planning,
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Tax planning,
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Investment, real estate, & business planning,
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Retirement planning,
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Estate & legacy planning
Personal Wealth Asessment
This start with the Value builder Score assessment benchmarking the value of your business. We also conduct a PREScore assessment to look at your personal readiness to exit or transfer your business now and in the future. Then we look at your Freedom Score to determine your wealth gap, which is a measure of your financial readiness. This initial consultation is concluded with a SWOT analysis and high level recommendations for going forward
General finances
There are some financial decisions that don't fall easily into any bucket. They may include cash flow management and budgeting, choosing whether to lease or buy a car, deciding whether it is time to refinance the home or vacation property, planning vacation around the World Cup, or Super Bowl, concierge and other private client services.
Investment, real estate & business planning
Investment advisory is the bread and butter of a wealth management firm. We advise on traditional investments and vehicles as well as alternative investments. Specifically, in the alternatives space, we specialize in direct real estate investment, and analysis of private investments. We also focus on building value in your business. The goal is growing the wealth from your business, helping you gain access to that wealth (Liquidity), and then using it to fund your long-term financial goals.
Retirement planning
Goals based retirement planning means identifying your target lifestyle in retirement then allocating your finances in a way that will help you to achieve that goal. We look at your total financial portfolio from your qualified retirement plans (Like the 401(k)), to your business management and value, to your risk management plans. Carefully measuring and allocating investments and risks to build a glide path aimed at your retirement goal. Many business owners don't want to retire but have financial and lifestyle goals. We get that and have some ideas about how to make that work for you.
Tax planning
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Risk management & special needs
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Education and Career Planning
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Estate & Legacy Planning
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