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GCB PRIVATE WEALTH
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Yes, You need a Plan
​

“If you don't know where you are going,
you'll end up someplace else.” 
― Yogi Berra 

 Do you have a plan? 
​Do you have a half hour?

Welcome to the new generation...  New rules, new responsibilities, new adventures and lots of questions!

GCB Private Wealth is here to help.   Through access to Right Capital, a robust, web-based technology platform, We can provide you with a complimentary access to three tools in our Financial Planning process.
​
1.Personal Balance Sheet - Helps answer: How am I doing?
2.Liquidity Analysis - Helps determine: Do you have enough saved to do what is important?
3.Budgeting - Helps figure:  
What am I spending my money on?


The process is simple:
  1. Create an account and enter your information into the system. Your projections will only be as good as the data you submit so expect to spend 20-30 minutes completing this step.
  2. Schedule an appointment with us. 
  3. Attend an interactive, web-based session to discussion your situation and review our findings and recommendations. No obligation, no cost, no sales pitch. 
  4. If you decide later on that you want to continue to work with GCB for on-going financial planning or Investment management we would be happy to discuss how to become a client.​
Step 1. Create an Account
SCHEDULE A GET ACQUAINTED CALL
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GCB  Private Wealth  © COPYRIGHT 2020. ALL RIGHTS RESERVED.
  • Home
  • How We Differ
  • What We Do
  • Who We Work With
    • Unique Individuals
    • Companies (Employee Benefits)
  • Why We Started
  • FAQ
  • Contact GCB
  • Client Portal