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Produce. Perpetuate. Provide.
Our Mission is to put great minds together to help Produce, Protect, and Perpetuate
your assets to provide for Today & The Future.
Our Story
GM2 Success was founded in 2012 with the goal of helping business owners and individuals nearing or in retirement transition from the accumulation phase to the distribution phase of their lives. With our combined experience acquired over the years, we are uniquely positioned to help pre-retirees, retirees, and business owners chart their desired course. We provide a clear understanding of how to grow, protect, and distribute assets. We find our comprehensive systems are best suited for those who have accumulated $500,000 of investable assets and above. In deciding if a partnership with GM2 Success is the best fit for you, we invite you to come meet with us to see if our process matches your expectations.
The Lemniscate
The lemniscate is the algebraic term for the symbol commonly known as 'infinity.' The continuous loop resembles the mindset and operational processes at GM2 Success. Every step, every transaction, every meeting, and every effort is intertwined and connected with the goal of guiding our clients to the success and financial future they want.
Our Process
The GM2 Process
The PLAN Success Cycle is our ongoing process for understanding your financial goals and developing a plan to pursue them effectively through a four-phase cycle: Prepare, Learn, Align, and Navigate.
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The Wealth CheckPoints are our comprehensive and coordinated financial planning solutions designed to deliver definable value across five key areas: Investment Planning, Retirement Planning, Tax Planning, Legacy Planning, and Risk Management Planning.
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The Quadrant Plan defines the purpose of your portfolio and customizes your investment allocation around four priorities: Yield, Protection, Balance, and Growth.
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The Portfolio Pillars are five convictions that form the foundation of our investment management process: Smart Strategy, Rigorous Rebalancing, Disciplined Diversification, Intelligent Investments, and Meticulous Monitoring.
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Timely Market Insights
Access our monthly Market Review commentary which provides a simple,
easy-to-understand assessment of the economy and financial markets.