Why choose GBK Strategic Financial Partners to assist you with your financial landscape?

Why choose GBK Strategic Financial Partners to assist you with your financial landscape?

Posted by Todd Gotlieb in Blog 10 Jan 2023

by Michael Bronstine:

  1. Unbiased opinions
  2. Provide best in class professionals
  3. Recommendations based on needs analysis
  4. Will ensure your financial goals will be met

What is the process of working with GBK Strategic Financial Partners?

  1. Fill out our self-assessment questionnaire found at gbkstrategic.com
  2. Email or mail us your completed form with a requested time to be contacted by phone or email
  3. The first contact is free and non-obligatory
  4. Upon completion of the first discussion, you can then decide if we can be benefit
  5. If you retain our services, we charge $500.00 per hour to consult with you regarding all your financial products, strategies, assets, and goals
  6. We will formalize a complete unbiased opinion of how to execute your plan and make recommendations if any changes are necessary to meet your expressed goals
  7. Should any financial transactions take place using our financial platforms, then any fees incurred will be waived.

We understand that you likely have current relationships with other providers of financial products.  Our intention is not to replace any of those relationships. Our mission is to enhance your overall understanding and help you coordinate all the pieces of your financial puzzle.

 

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