What We Do
Financial Planning Services
Most firms sell these one at a time. We treat them as a single system, because a decision in any one of them moves the others. Start anywhere — every path connects back to the same plan.
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A Definitive Guide to Income Planning
Estate Planning
Aligning your trust, beneficiaries, and assets so your documents and your money finally agree.
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Business Exit Planning
Exit, succession, and buy-sell strategy for owners who want the transition handled before it becomes urgent.
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Retirement Income Planning
Turning what you have saved into income that lasts — coordinated with your taxes and your estate.
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Charitable Gift Annuities
A way to give, receive fixed lifetime income, and reduce your taxable estate at the same time.
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Income for Life
Building a predictable income floor so essential expenses are covered without selling investments into a down market.
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ESOP Planning
Employee ownership as an exit path — a succession, tax, and liquidity decision handled as one.
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Insurance
Life and long-term-care coverage owned and positioned correctly, so it works with your estate rather than inflating it.
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Frequently asked questions
Do I have to move my investments or leave my current advisor?
No. GIS coordinates with the professionals you already have — your attorney, your CPA, your existing advisor — rather than replacing them. The goal is to get those people working from the same plan, not to move your accounts.
What is the difference between what GIS does and what my attorney or CPA does?
Your attorney drafts documents. Your CPA handles taxes. GIS sits between them and makes sure the financial pieces — insurance, income, business succession — actually line up with what those documents say. It is coordination, not duplication.
Does a beneficiary form really override my will?
Yes. The beneficiary designation on a retirement account or life insurance policy controls who inherits it, regardless of what your will says. An outdated form — one that still names an ex-spouse, for example — will be honored over the will. This is one of the most common and expensive gaps we find.
What is a charitable gift annuity, in plain terms?
It is an arrangement where you make a gift to a charity and, in return, receive fixed payments for the rest of your life. Part of the gift may be tax-deductible, and it can reduce your taxable estate. It lets you support a cause and receive lifetime income at the same time.
Do I need a certain net worth to work with GIS?
There is no strict minimum. GIS has worked with estates ranging widely in size since 2009. What matters more than a number is complexity — a business exit, a blended family, or multiple advisors who have never coordinated are the situations where this work has the most value.
What happens in the first conversation?
It is a private review of what you already have and where the pieces do not line up. No pitch and no product. You leave with a clearer picture of your own plan, whether or not you ever work with us.