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I am going to say something, you probably will not hear from your financial advisor. If you have the Thrift Savings Plan (TSP) from the federal government, in most cases it makes sense to leave your investments there.
The TSP, being the largest deferred compensation plan on earth, provides economies of scale which leads to after cost returns which are extremely difficult to reproduce. Nevertheless, there are other planning areas outside of your execution of your investment plan. This is where Gamma Planning Premium comes in. We can help you forecast how well you are assumptions on growth and deferrals will meet your expectations for your retirement nest egg.
We can help you determine social security optimization strategies which you and your partner can use to make your hard-earned benefits stretch. We can also help you determine which combination of overlapping medical retiree benefits makes sense given your circumstances, and more.
If you are at the stage where you have what you need, we can help you address your legacy and long-term plan on making sure your assets are managed in the instance you may not be capable.
Typical Client
Mid-career professionals who has an investment provider they are comfortable with, and wishes to receive independent investment recommendations, or a second-opinion from time to time.
Independent contractors who are self-starters but would like to get help with growing their business, while staying on top of their personal financial management.
Government employees nearing retirement who have unique retiree medical, social security coordination concerns about transitioning, and wish to establish a dynamic withdrawal strategy.
General Financial Planning Plus Implementation Assistance
Employee Benefits Analysis and Recommendations
Insurance Planning
Retirement Planning
Tax Planning
Aging, Legacy, and Estate Planning
Review and Planning for Retiree Medical Needs
Non-discretionary Investment Advice
Creation Of An Investment Plan For Meeting Specific Goals
Company Deferred Compensation Plan (i.e. 401k, 457, 403B) Asset Allocation Recommendations
Asset Location Advice
Second Opinion On Investment Plans Presented By Other
Review and Recommendation on Generation Wealth Transfer Strategies, and Other Business Succession Planning Techniques
Assessing Estate Net Worth and Liquidity
One-time Engagement
(Up To Three Categories)
$ 370
-
90 Minute Consultation
Can be converted to a full 6-month membership. At the end of engagement you will receive a credit back of $50.
Quarterly Engagement
Up Front Fee of $450
$ 450 / QTR
-
25% Savings!
Upgrade anytime to Total Wealth Plan, within 18 months, and time-in-service works towards Planning fee elimination period.
Best Value
Subscription Model
(6 Months Minimum)
$ 199 / mo
Upgrade anytime to Total Wealth Plan, within 18 months, and time-in-service works towards Planning fee elimination period.
Interested? Help Us Help You With Our Onboarding Questionnaire.
Your input will assist me in gaining important insight into your current situation.
With that insight, I will be better prepared for our upcoming meeting.
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Legal
Gamma Wealth Management (“GWM”) is a registered investment advisor offering advisory services in the State(s) of Maryland and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of GWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Securities offered through Charles Schwab, INC Member FINRA/SIPC and Folio Investments, INC. Member FINRA/SIPC.
Advisory Services offered through Gamma Wealth Management, LLC. Charles Schwab, INC, Folio Investments, INC and Gamma Wealth Management, LLC. are unaffiliated. Gamma Wealth Management does not provide tax or legal advice.
