GSG Advisors LLC

Financial planner in Mt Laurel Township, NJ (show on map)

4.5

★★★★★

2 reviews

GSG Advisors is an independent, fee-based, comprehensive wealth management firm serving the needs of affluent individuals, families, and closely-held businesses.

Call (856) 234-9595

Navigate to Visit website

About

GSG Advisors is an independent, fee-based, comprehensive wealth management firm serving the needs of affluent individuals, families, and closely-held businesses. They provide unbiased and integrated financial, investment, tax, estate, and business planning advice that is sound and consistent while maintaining clients' privacy.

Their goal is to provide high-quality, independent service and support through the establishment of long-term, trust-based relationships.

Independent, fee-based firm

Unbiased and integrated financial, investment, tax, estate, and business planning advice

Objective advice with no hidden agendas

Process focused, NOT product driven

Integrated team approach with highly qualified and experienced professionals

Services

Investment Management

Objective view of investment management through sound, independent advice. They analyze individual and family goals, determine current situation, provide sound advice, execute plans in disciplined manner, and consult throughout progress.

Investment Strategy Development Asset Allocation Diversification and Rebalancing Third-Party Product Selection Alternative Investment Analysis

Estate Planning

Custom and integrated estate plan that maximizes tax advantages while providing sufficient liquidity for estate taxes and settlement costs. Handles family limited partnerships, grantor-retained annuity trusts, dynasty trusts, ILITs, charitable trusts, and more.

Family Limited Partnerships Grantor-Retained Annuity Trusts Personal Residence Trusts Dynasty Trusts Irrevocable Life Insurance Trusts Charitable Remainder and Lead Trusts Private Family Charitable Foundations Asset Protection Trusts

Business Succession Planning

Custom succession strategy that maximizes tax advantages and helps reach personal financial objectives. Provides advice and expertise throughout entire succession process for smooth and seamless transition.

Retirement Planning

Assistance in developing retirement plan that fits specific financial situation. Examines current status, projects future objectives, and determines how to meet those objectives.

Income Tax Planning

Comprehensive tax strategies integrated with wealth management plan. Creative tax strategies focus on building wealth as part of cash flow requirements, wealth management, retirement plan, estate plan, insurance plan, education plan and charitable plan.

Charitable Planning

Charitable planning services integrated with overall wealth management.

Reviews

Rating

4.5

★★★★★

Reviews

Frequently Asked Questions

What type of firm is GSG Advisors? +

GSG Advisors is an independent, fee-based, comprehensive wealth management firm serving the needs of affluent individuals, families, and closely-held businesses.

What are GSG Advisors' founding principles? +

GSG Advisors' founding principles are: Objective Advice (completely independent and owned only by its principals), Process Focused NOT Product Driven (focus on solution process, not product sales), and Integrated and Experienced Team Approach (highly qualified and experienced team).

What results does GSG Advisors strive to accomplish? +

GSG Advisors strives to accomplish: Peace of Mind (clients develop peace of mind that their goals are being addressed), Time Savings (clients can reallocate time from self-managing financial affairs), and Enhanced Control (clients feel confident and in control of decisions).