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Employee Financial Planning
We provide Financial Planning in a two-step process. First, we review the company's benefit plans and incorporate goverment and personal plans into an educational training program that can be delivered one-on-one or through our seminar programs.

Our professional experience as Certified Financial Planners enables us to communicate information that is substantive yet easy to follow and understand. As an independent financial counseling firm, we provide information that is educational, knowledgeable and unbiased.

The second step is for the individual to take action by putting his or her own financial plan in place. We utilize a unique financial plan that incorporates each component of the individual financial planning process into one comprehensive document.

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Interested in our Corporate Programs and Services? We encourage you to talk to us.

Click here, if you would like to discuss your corporate needs or to receive information by mail.

Financial Planning for your employees. Find out more ...



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Important Reference

GP Wealth Management Corporation is a registered financial services firm.

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