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GP works exclusively with a wealth management system specifically designed to integrate financial programs designed exclusively for doctors. Skilled Advisors understand the unique earning, saving and spending patterns of physicians and dentists across different specialties and age groups, and utilize that understanding to build a customized financial plan focused squarely on the needs and objectives of each doctor client.

This detailed written financial plan is presented to you following a thorough assessment of your economic lifecycle and short- and long-term goals. It is assembled and managed over time by the insight of your Guidant Planning Financial Advisor.

The objective of our program is to help doctors accumulate, preserve and enjoy the wealth that an extensive education and years of hard work have earned. In order to do so, your Advisor brings together a balanced financial platform of practice structure optimization, risk management, portfolio design and asset protection. GP also employs proprietary analytical tools to help doctors identify inefficiencies in their existing financial strategies and correct these shortcomings.

Our planning methodology seeks to project the timeline and dollar amount necessary to achieve financial independence, which we define as the date when your savings (and income from savings) afford your lifestyle needs... allowing you to live the rest of your life doing whatever you choose to do. And, by avoiding excess risk, maximizing allowable deductions and protecting your health and wealth from unexpected events, GP charts what we believe to be your shortest course to financial independence without compromising the lifestyle to which you have grown accustomed.

Upon achieving financial independence, and each year thereafter, you will receive a Guidant Plan to help you best manage the distribution of your accumulated wealth. Your plan will assist you in ensuring the most efficient use of your after-tax, tax-deferred and tax-free dollars. Not adhering to a well-crafted plan for wealth distribution can cost you peace of mind and years' worth of savings.

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